Game Plan Financial Advisors, LLC
Firm details
- Headquarters
- Westlake, Ohio
- CRD number
- 147608
- Registered since
- January 31, 2018
- Website
- gameplanfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.37%
- Individuals12.01%
- Charitable Organizations8.7%
- Corporations / Businesses1.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Game Plan Financial Advisors, LLC is an independent, SEC-registered RIA formed as an LLC and operating since 2018. The firm is owner-operated and charges clients fees based on a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses, and its client base includes both individual and family relationships as well as institutional clients. Game Plan does not describe itself as an active ESG investor, it is not a multi-state adviser, and it does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds38%
- US Government Bonds8%
Contacts
2 of 2Michael Norehad
Founder and PrincipalCRD 2138564
Theodore Beckman
Founder and PrincipalCRD 2422737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 149Active vs passive
$119M in ETFs
94%
$111M
<1%
$7.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $7M | 205,517 | 5.85% |
Location
Westlake, OH
Cuyahoga
Location
Westlake, OH
Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 26600 Detroit Rd
- Time zone
- ET (UTC-5)
- Office locations
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