Overview
Assets Under Management: $225 million
Headquarters: WESTLAKE, OH, OH
High-Net-Worth Clients: 48
Average Client Assets: $4 million
Frequently Asked Questions
GAME PLAN FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147608), GAME PLAN FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
GAME PLAN FINANCIAL ADVISORS, LLC is headquartered in WESTLAKE, OH, OH.
GAME PLAN FINANCIAL ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, GAME PLAN FINANCIAL ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
GAME PLAN FINANCIAL ADVISORS, LLC manages $225 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, GAME PLAN FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.93
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 493
Discretionary Accounts: 493
Regulatory Filings
CRD Number: 147608
Last Filing Date: 2025-03-03 00:00:00
Website: https://gameplanfa.com