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GAME PLAN FINANCIAL ADVISORS, LLC
26600 Detroit Road
Suite 270
Westlake, Oh, Ohio 44145
Tel: 440-209-6480
About GAME PLAN FINANCIAL ADVISORS, LLC
GAME PLAN FINANCIAL ADVISORS, LLC, formally registered with the SEC as GAME PLAN FINANCIAL ADVISORS, LLC. The firm was established in 01/31/2018. They have over 1 offices throughout the country.
GAME PLAN FINANCIAL ADVISORS, LLC is a Westlake, Oh, Ohio based Financial Planning firm with nearly $224,659,054 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147608 |
| SEC# | 801-112290 |
| Assets Managed by Firm | $224,659,054 |
| No. of Clients | 493 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 493 | $224,659,054 |
| Individuals (other than high net worth individuals) | 128 | $23,746,192 |
| High net worth individuals | 48 | $175,080,520 |
| Charitable organizations | 7 | $4,251,633 |
| Corporations or other businesses | 8 | $21,580,709 |
More Retirement Planning firms in Westlake, Oh, Ohio:
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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