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Game Plan Financial Advisors, LLC

● SEC registered since 2018CRD 147608SEC# 801-112290Westlake, Oh, OH
Export (members)
Reg. AUM
$224.7M
Employees
4
Accounts
493
Location
Westlake, Oh, OH

Game Plan Financial Advisors, LLC assets under management

Game Plan Financial Advisors, LLC is an SEC-registered investment adviser based in Westlake, Oh, OH. The firm has been registered since 2018. It reports $224.7 million in regulatory assets under management and employs 4 people.
www.gameplanfa.comView on SEC.gov ↗

Game Plan Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael S Norehad ControlPrincipal - Chief Compliance Officer/Member50-75%2009
Theodore David Beckman ControlPrincipal/Member50-75%2009

Frequently asked questions

How much does Game Plan Financial Advisors, LLC manage?

Game Plan Financial Advisors, LLC reports $224.7 million in regulatory assets under management on its Form ADV.

How many employees does Game Plan Financial Advisors, LLC have?

Game Plan Financial Advisors, LLC reports 4 employees.

Where is Game Plan Financial Advisors, LLC located?

Game Plan Financial Advisors, LLC is based in Westlake, Oh, OH and has been SEC-registered since 2018.

Does Game Plan Financial Advisors, LLC disclose fund performance?

Game Plan Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address26600 Detroit Road, Suite 270, Westlake, Oh, OH 44145
Phone440-209-6480
Fax866-900-7038
Office hours9:00-4:30
SEC regionChicago Regional Office (CHRO)
CIK1802952
Discloses disciplinary historyYes

Assets under management

Discretionary$224.7M
Non-discretionary$0
Total (RAUM)$224.7M