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GAME PLAN FINANCIAL ADVISORS, LLC
CRD 147608 · SEC 801-112290
26600 DETROIT ROAD, SUITE 270, WESTLAKE, OH, OH, 44145, United States
Phone
440-209-6480
Fax
866-900-7038
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.7M
Discretionary AUM
$254.7M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $30.6M |
| High net worth individuals | 51 | $197.1M |
| Charitable organizations | 9 | $22.2M |
| Corporations/business entities | 11 | $4.9M |
States served
AZ, CO, GA, IL, LA, MI, NJ, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD