Game Plan Financial Advisors, LLC

Overview

Game Plan Financial Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and founded in 2018. The firm is owned by an individual and provides fiduciary portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. Compensation is fee-based and calculated as a percentage of assets under management. Game Plan does not identify as an ESG-focused manager, is not structured as a multi-state adviser, and does not act as a capital allocator on behalf of clients. Its advisory work centers on discretionary portfolio management for individual and small-business accounts. The firm lists an insurance company among its industry affiliations, indicating a linkage or relationship with insurance-sector partners or distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives