GAME PLAN FINANCIAL ADVISORS, LLC
CRD #147608 SEC #801-112290 WESTLAKE, OH, OH 440-209-6480
SEC Registered
Total AUM
$224.7M
Discretionary
$224.7M
Employees
4
Clients
--
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $224.7M | $224.7M | $0 | 4 | 0 |
| Mar 2024 | $187.3M | $187.3M | $0 | 4 | 0 |
| Mar 2023 | $186.1M | $186.1M | $0 | 4 | 0 |
| Mar 2022 | $221.4M | $216.4M | $5M | 3 | 0 |
| Nov 2021 | $182.8M | $178.7M | $4.1M | 3 | 0 |
| Mar 2021 | $182.8M | $178.7M | $4.1M | 3 | 0 |
| Jan 2021 | $182.8M | $178.7M | $4.1M | 3 | 0 |
| May 2020 | $145.6M | $141.3M | $4.4M | 3 | 0 |
| Jan 2020 | $145.6M | $141.3M | $4.4M | 3 | 0 |
| Feb 2019 | $115.2M | $115.2M | $0 | 3 | 0 |
| Dec 2018 | $122.1M | $122.1M | $0 | 3 | 0 |
| Dec 2018 | $122.1M | $122.1M | $0 | 3 | 0 |
| Nov 2018 | $130M | $130M | $0 | 3 | 0 |
| Mar 2018 | $130M | $130M | $0 | 3 | 0 |
| Jan 2018 | $130M | $130M | $0 | 3 | 0 |
| Dec 2017 | $123.7M | $123.7M | $0 | 3 | 0 |
| Jan 2012 | $61.4M | $61.4M | $0 | 6 | 200 |
| Jan 2012 | $61.4M | $61.4M | $0 | 6 | 200 |
| Mar 2011 | $63M | $63M | $0 | 10 | -- |
| Sep 2010 | $49.9M | $48.5M | $1.3M | 10 | -- |
| Jan 2010 | $49.9M | $48.5M | $1.3M | 10 | -- |
| Jan 2010 | $49.9M | $48.5M | $1.3M | 10 | -- |
DateMar 2025
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$221.4M
Discretionary$216.4M
Non-Disc.$5M
Employees3
Clients0
DateNov 2021
Total AUM$182.8M
Discretionary$178.7M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2021
Total AUM$182.8M
Discretionary$178.7M
Non-Disc.$4.1M
Employees3
Clients0
DateJan 2021
Total AUM$182.8M
Discretionary$178.7M
Non-Disc.$4.1M
Employees3
Clients0
DateMay 2020
Total AUM$145.6M
Discretionary$141.3M
Non-Disc.$4.4M
Employees3
Clients0
DateJan 2020
Total AUM$145.6M
Discretionary$141.3M
Non-Disc.$4.4M
Employees3
Clients0
DateFeb 2019
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2012
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$49.9M
Discretionary$48.5M
Non-Disc.$1.3M
Employees10
Clients--
DateJan 2010
Total AUM$49.9M
Discretionary$48.5M
Non-Disc.$1.3M
Employees10
Clients--
DateJan 2010
Total AUM$49.9M
Discretionary$48.5M
Non-Disc.$1.3M
Employees10
Clients--