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Building 2GAME PLAN FINANCIAL ADVISORS, LLC

Map pinWESTLAKE, OH, OH
Phone440-209-6480
NotebookSEC #801-112290
Total AUM
$254.7M
Employees
5
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26600 DETROIT ROAD
SUITE 270
WESTLAKE, OH
OH 44145
United States
Operating Hours
9:00-4:30
Monday - Friday
Phone
440-209-6480

ReceiptFinancials

Total AUM
$254.7M
Accounts
515
Discretionary
$254.7M
Accounts
515
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$30.6M
HNW Individual Clients
51
AUM
$197.1M
Charitable Organization Clients
9
AUM
$22.2M
Corporation or Business Clients
11
AUM
$4.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
AZCOFLGAILLAMINJOHTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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