|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Game Plan Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 147608 |
| SEC # | 801-112290 |
| CIK # | 0001802952 |
| AUM | $224.7 M (2025-03-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 440-209-6480 |
| Address | 26600 Detroit Road Westlake Oh, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.1 | ||
| Alphabet Inc | 9.9 | ||
| Microsoft Corp | 9.0 | ||
| Amazon Com Inc | 7.8 | ||
| Apple Inc | 7.7 | ||
| Eaton Corp Ltd | 6.6 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Oracle Corp | 4.6 | ||
| RPM International Inc/De/ | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 23.7 |
| (b) Individuals (high net worth individuals) | 48 | 175.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 21.6 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 224.7 |
| By Discretionary | ||
| Discretionary | 493 | 224.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 224.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.7 | |
| Total | 493 | 224.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802952] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
Journey Beyond Wealth LLC
✚
|
GA | 0.2 |
|
Summit Wealth Management Group Inc
✚
|
CA | 0.2 |
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |
|
Bradley & Company Private Wealth Management LLC
✚
|
0.2 | |
|
TrueWealth Financial Partners LLC
✚
|
WA | 0.2 |
|
Bennington Financial Planning Group
✚
|
VT | 0.2 |
|
Ridge Creek Global Inc
✚
|
0.2 | |
|
Pollock Investment Advisory Corporation
✚
|
0.2 |