Filings through .
Ventura
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served6+4 YoYRank #2636 of mapped providers
Assets under administration$467M0.0%Rank #6766 by share of filed assets
Fees received$160,551Median $28,500/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection
See full Ventura analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets