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GAINPLAN LLC
BLOOMFIELD HILLS, MI
248.385.3737
SEC #801-81166Total AUM
$461.6M
Employees
12Clients
497Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 W. LONG LAKE ROAD
SUITE 100
BLOOMFIELD HILLS
MI 48302
United States
SUITE 100
BLOOMFIELD HILLS
MI 48302
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
248.385.3737
Financials
Total AUM
$461.6M
Accounts
1,491Discretionary
$397.4M
Accounts
1,474Non-Discretionary
$64.2M
Accounts
17
Clients
Individual Clients
292AUM
$62.5M
HNW Individual Clients
186AUM
$328.7M
Pension/Profit Sharing Plan Clients
17AUM
$64.2M
Charitable Organization Clients
1AUM
$4.7M
Corporation or Business Clients
1AUM
$1.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLLAMINCNYOKSCTXVAWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.