PlanOptica

Filings through .

Tiffany Clarke

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #3781 of mapped providers
Assets under administration$358M0.0%Share of filed assets - rank #6669
Fees received$92,819Median $46,410/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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