PlanOptica

Filings through .

Titus & Urbanski, Inc.

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served5Rank #2371 of mapped providers
Assets under administration$921M0.0%Rank #5073 by share of filed assets
Fees received$123,100Median $26,100/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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