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GAINPLAN LLC
800 W. Long Lake Road
Suite 100
Bloomfield Hills, Michigan 48302
Tel: 248.385.3737
About GAINPLAN LLC
GAINPLAN LLC, formally registered with the SEC as GAINPLAN LLC. The firm was established in 04/01/2015. They have over 1 offices throughout the country.
GAINPLAN LLC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $319,391,425 assets under management, offering retirement planning & investment advisory services to 1442 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174427 |
| SEC# | 801-81166 |
| Assets Managed by Firm | $319,391,425 |
| No. of Clients | 1442 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1442 | $319,391,425 |
| Individuals (other than high net worth individuals) | 322 | $51,820,106 |
| High net worth individuals | 186 | $230,083,132 |
| Pension and profit sharing plans | 17 | $36,810,226 |
| Charitable organizations | Fewer than 5 clients | $677,961 |
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|---|---|---|---|
| $222,731,514,408 | 132 | 176 | |
| $18,613,469,251 | 16470 | 130 | |
| $17,421,295,183 | 82 | 64 | |
| $12,103,858,871 | 332 | 15 | |
| $11,794,814,698 | 145 | 50 |
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