Gainplan Review

Trust Score 85%
Trust Score info_outline

Last updated: May 26th, 2019. Data source: SEC filings.

Gainplan, federally registered in 2015, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 7 advisors. Gainplan manages $230.3 million and provides investment advisory services for 329 clients (1:47 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $699,873
Hybrid Advisor No
Disciplinary History No
Total AUM $230.3 million
Advisor / Client Ratio 1:47
Headquarters Bloomfield Hills, MI
SEC Filings Forms and Brochures    (CRD # 174427)
State(s) Registered CA, FL, MI, NC, OK, TX

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