Game Plan Financial Advisors, LLC
● SEC registered since 2018CRD 147608SEC# 801-112290Westlake, Oh, OH
Reg. AUM
$254.7M
Employees
5
Accounts
515
Location
Westlake, Oh, OH
Game Plan Financial Advisors, LLC assets under management
Game Plan Financial Advisors, LLC is an SEC-registered investment adviser based in Westlake, Oh, OH. The firm has been registered since 2018. It reports $254.7 million in regulatory assets under management and employs 5 people.
Game Plan Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael S Norehad Control | Principal - Chief Compliance Officer/Member | 50-75% | 2009 |
| Theodore David Beckman Control | Principal/Member | 50-75% | 2009 |
Frequently asked questions
How much does Game Plan Financial Advisors, LLC manage?
Game Plan Financial Advisors, LLC reports $254.7 million in regulatory assets under management on its Form ADV.
How many employees does Game Plan Financial Advisors, LLC have?
Game Plan Financial Advisors, LLC reports 5 employees.
Where is Game Plan Financial Advisors, LLC located?
Game Plan Financial Advisors, LLC is based in Westlake, Oh, OH and has been SEC-registered since 2018.
Does Game Plan Financial Advisors, LLC disclose fund performance?
Game Plan Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26600 Detroit Road, Suite 270, Westlake, Oh, OH 44145 |
| Phone | 440-209-6480 |
| Fax | 866-900-7038 |
| Office hours | 9:00-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1802952 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$254.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$254.7Mregulatory AUM
Discretionary $254.7M