|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Gainplan LLC
✚
|
|
|---|---|
| CRD # | 174427 |
| SEC # | 801-81166 |
| CIK # | 0001697857 |
| AUM | $478.5 M (2025-03-05) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 248-385-3737 |
| Address | 800 W Long Lake Road Bloomfield Hills, MI 48302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 5.5 | ||
| Silversun Technologies Inc | 2.7 | ||
| Global MOFY Metaverse Ltd | 2.2 | ||
| Tesla Motors Inc | 1.6 | ||
| Apple Inc | 1.1 | ||
| Grayscale Bitcoin MINI Trust BTC | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Oracle Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 83.8 |
| (b) Individuals (high net worth individuals) | 201 | 342.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 47.4 |
| (h) Charitable organizations | 0 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,765 | 478.5 |
| By Discretionary | ||
| Discretionary | 1,741 | 430.7 |
| Non-Discretionary | 24 | 47.7 |
| Total | 1,765 | 478.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 478.5 | |
| Total | 1,765 | 478.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697857] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Compound Family Offices LLC
✚
|
FL | 0.5 |
|
The Enterprise Investment Company
✚
|
MI | 0.5 |
|
Hobbs Group Advisors LLC
✚
|
SC | 0.5 |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 0.5 |
|
Enrich Financial Partners LLC
✚
|
WI | 0.5 |
|
Midwest Financial Group LLC
✚
|
KS | 0.5 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.5 |
|
Reston Wealth Management LLC
✚
|
VA | 0.5 |
|
FFG Partners LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.5 |