GAINPLAN LLC
CRD #174427 SEC #801-81166 BLOOMFIELD HILLS, MI 248.385.3737
SEC Registered
Total AUM
$478.5M
Discretionary
$430.7M
Employees
13
Clients
51
Accounts
1,765
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $478.5M | $430.7M | $47.7M | 13 | 68 |
| May 2024 | $381.1M | $332.1M | $49M | 11 | 10 |
| Feb 2024 | $381.1M | $332.1M | $49M | 11 | 10 |
| Mar 2023 | $319.4M | $277.4M | $42M | 10 | 15 |
| Mar 2023 | $319.4M | $277.4M | $42M | 10 | 15 |
| Oct 2022 | $361.2M | $304.2M | $56.9M | 9 | 12 |
| Mar 2022 | $361.2M | $304.2M | $56.9M | 9 | 12 |
| Mar 2021 | $316.2M | $263.8M | $52.3M | 9 | 9 |
| Nov 2020 | $251.5M | $211.6M | $39.9M | 9 | 12 |
| Jul 2020 | $251.5M | $211.6M | $39.9M | 9 | 12 |
| May 2020 | $251.5M | $211.6M | $39.9M | 9 | 12 |
| Mar 2020 | $251.5M | $211.6M | $39.9M | 9 | 12 |
| Mar 2020 | $251.5M | $211.6M | $39.9M | 9 | 12 |
| Dec 2019 | $230.3M | $215.4M | $14.8M | 10 | 12 |
| Mar 2019 | $230.3M | $215.4M | $14.8M | 10 | 12 |
| Jun 2018 | $238.6M | $213.6M | $25M | 11 | 0 |
| Feb 2018 | $238.6M | $213.6M | $25M | 11 | 0 |
| Sep 2017 | $197.7M | $197.7M | $0 | 9 | 219 |
| Sep 2017 | $197.7M | $197.7M | $0 | 9 | 219 |
| Aug 2017 | $197.7M | $197.7M | $0 | 9 | 219 |
| Mar 2017 | $197.7M | $197.7M | $0 | 9 | 219 |
| Mar 2017 | $197.7M | $197.7M | $0 | 9 | 219 |
| Sep 2016 | $151M | $151M | $0 | 9 | 200 |
| Mar 2016 | $151M | $151M | $0 | 9 | 200 |
| Sep 2015 | $131.3M | $131.3M | $0 | 9 | 0 |
| Aug 2015 | $131.3M | $131.3M | $0 | 4 | 0 |
| Jun 2015 | $131.3M | $131.3M | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
| Apr 2015 | $0 | $0 | $0 | 4 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$478.5M
Discretionary$430.7M
Non-Disc.$47.7M
Employees13
Clients68
DateMay 2024
Total AUM$381.1M
Discretionary$332.1M
Non-Disc.$49M
Employees11
Clients10
DateFeb 2024
Total AUM$381.1M
Discretionary$332.1M
Non-Disc.$49M
Employees11
Clients10
DateMar 2023
Total AUM$319.4M
Discretionary$277.4M
Non-Disc.$42M
Employees10
Clients15
DateMar 2023
Total AUM$319.4M
Discretionary$277.4M
Non-Disc.$42M
Employees10
Clients15
DateOct 2022
Total AUM$361.2M
Discretionary$304.2M
Non-Disc.$56.9M
Employees9
Clients12
DateMar 2022
Total AUM$361.2M
Discretionary$304.2M
Non-Disc.$56.9M
Employees9
Clients12
DateMar 2021
Total AUM$316.2M
Discretionary$263.8M
Non-Disc.$52.3M
Employees9
Clients9
DateNov 2020
Total AUM$251.5M
Discretionary$211.6M
Non-Disc.$39.9M
Employees9
Clients12
DateJul 2020
Total AUM$251.5M
Discretionary$211.6M
Non-Disc.$39.9M
Employees9
Clients12
DateMay 2020
Total AUM$251.5M
Discretionary$211.6M
Non-Disc.$39.9M
Employees9
Clients12
DateMar 2020
Total AUM$251.5M
Discretionary$211.6M
Non-Disc.$39.9M
Employees9
Clients12
DateMar 2020
Total AUM$251.5M
Discretionary$211.6M
Non-Disc.$39.9M
Employees9
Clients12
DateDec 2019
Total AUM$230.3M
Discretionary$215.4M
Non-Disc.$14.8M
Employees10
Clients12
DateMar 2019
Total AUM$230.3M
Discretionary$215.4M
Non-Disc.$14.8M
Employees10
Clients12
DateJun 2018
Total AUM$238.6M
Discretionary$213.6M
Non-Disc.$25M
Employees11
Clients0
DateFeb 2018
Total AUM$238.6M
Discretionary$213.6M
Non-Disc.$25M
Employees11
Clients0
DateSep 2017
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees9
Clients219
DateSep 2017
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees9
Clients219
DateAug 2017
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees9
Clients219
DateMar 2017
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees9
Clients219
DateMar 2017
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees9
Clients219
DateSep 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees9
Clients200
DateSep 2015
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees9
Clients0
DateAug 2015
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2015
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0