Game Plan Financial Advisors is an investment advisor in Westlake, Oh with $221.42 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262767571
SEC advisor number
801-112290
FINRA CRD number
147608
AUM ?
$187.32 mm
(as of 27 Mar 24)
Accounts
474
(as of 27 Mar 24)
Employees
4
(2 investment advisory or research)
Address
Game Plan Financial Advisors
26600
SUITE 270
WESTLAKE
OH 44145
26600
SUITE 270
WESTLAKE
OH 44145
Phone
(440) 209-6480
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21