Overview
Assets Under Management: $225 million
Headquarters: WESTLAKE, OH, OH
High-Net-Worth Clients: 48
Average Client Assets: $4 million
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