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| Game Plan Financial Advisors LLC
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|---|---|
| CRD # | 147608 |
| SEC # | 801-112290 |
| CIK # | 0001802952 |
| AUM | 254.7 M (2026-03-18) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 440-209-6480 |
| Address | 26600 Detroit Road Westlake Oh, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802952 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 14.9 | ||
| Nvidia Corp | 13.1 | ||
| Apple Inc | 13.0 | ||
| Amazon Com Inc | 9.5 | ||
| Eaton Corp Ltd | 8.0 | ||
| Goldman Sachs Group Inc | 6.5 | ||
| J P Morgan Chase & Co | 5.1 | ||
| RPM International Inc/De/ | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| American Express Co | 3.4 | ||
| AT&T Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 30.6 |
| (b) Individuals (high net worth individuals) | 51 | 197.1 |
| (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 | 9 | 22.2 |
| (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 | 11 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 254.7 |
| By Discretionary | ||
| Discretionary | 515 | 254.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 254.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.7 | |
| Total | 515 | 254.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802952] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alpha Advisors LLC
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|
VA | 256.1 M |
|
Casilio Leitch Investments LLC
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Sound Investment Management Inc
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OR | 255.5 M |
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Ridge Creek Global Inc
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254.8 M | |
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O'Brien Investment Management LLC
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|
Canty Financial Management Inc
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NY | 254.0 M |
|
Pollock Investment Advisory Corporation
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|
253.8 M | |
|
PPS & V Asset Management Consultants Inc
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|
MI | 253.7 M |
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Transcend Advisor Group LLC
✚
|
WI | 253.2 M |