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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 $478,464,901 assets under management, offering retirement planning & investment advisory services to 1765 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174427 |
| SEC# | 801-81166 |
| Assets Managed by Firm | $478,464,901 |
| No. of Clients | 1765 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1765 | $478,464,901 |
| Individuals (other than high net worth individuals) | 362 | $83,758,707 |
| High net worth individuals | 201 | $342,019,645 |
| Pension and profit sharing plans | 16 | $47,357,293 |
| Charitable organizations | Fewer than 5 clients | $3,933,453 |
| Corporations or other businesses | Fewer than 5 clients | $1,395,803 |
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