Gainplan LLC
Legal Name: GAINPLAN LLC
Full Contact Details
Gainplan LLC
800 W. LONG LAKE ROAD, SUITE 100, BLOOMFIELD HILLS, MI
248.385.3737
248.385.3752
Other Info
Based in Michigan, Gainplan LLC is a limited liability company with 10 employees, 70% of which are engaged in advisory roles. This firm provides financial management services to 12 clients and is officially registered with the U.S. Securities and Exchange Commission since April 1, 2015.
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Skip to content Gainplan Menu Our Values Team Members Personal & Family 401k Insights Contact Us Search We help turn your goals into a financial strategy. Personal & Family Services Gainplan is a strategic partner for life and how you live it. 401k & Retirement Planning Make us your partner in estab…
Direct Owners
-
JEFFREY WILSON IVORY
MANAGING MEMBER owns 75% or more
-
WAYNE ANTHONY BELL-WARREN
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Transportation Resource Advisors LLC
- M1 Capital Management
- Lifecycle Financial Planners Inc
- Integrated Capital Management LLC
- Diversified Portfolios Inc
- Steward Capital Management Inc
- Institutional Investment Consulting
- Azimuth Capital Management LLC
- Northpointe Capital LLC
- Cranbrook Wealth Management LLC
Top Holdings
- SCHWAB STRATEGIC TRUST $96,799k
- ISHARES TR RUSSELL 2000 ETF $46,650k
- SCHWAB STRATEGIC TR $2,582k
- DIREXION SHS ETF TR SMALL CAP BULL 3X SHS $1,869k
- Schwab Aggregate Bond ETF (SCH $1,688k
- SCHWAB STRATEGIC TR US SML CAP ETF $1,562k
- ISHARES TR CORE S&P500 ETF $1,068k
- SCHWAB STRATEGIC TR US MID-CAP ETF $1,040k
- SCHWAB STRATEGIC TR $902k
- SCHWAB STRATEGIC TR $891k