Advise Assets Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$9.6M

Filings (rows)

Direct comp

$10

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ROMO, Inc. ROMO, Inc. 401(k) Plan · all filings	DE PERE, WI	Advisor / Consultant	99	$9.6M	$10	$0