IN THE GAME WEALTH MANAGEMENT

Overview

In The Game Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed-fee engagements. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting-type work, and education through seminars or workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives