PlanOptica

Filings through .

Verdeja & Alvarez LLP

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served4Rank #12989 of mapped providers
Assets under administration$273M0.0%Rank #10716 by share of filed assets
Fees received$46,575Median $8,813/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

See full Verdeja & Alvarez LLP 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