Gainplan LLC
Legal Name: GAINPLAN LLC
800 W. LONG LAKE ROAD, SUITE 100, BLOOMFIELD HILLS, MI
Full Contact Details
Other Info
Gainplan LLC is legally known as GAINPLAN LLC. It is a MI Limited Liability Company. This firm has 10 employees, of which 7 are employees in advisory roles. It serves 12 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 1, 2015.
Homepage | Gainplan
GAINPLAN Values Services Process Insights Team Contact Clients Login To Your: Accounts Gainplan Secure Vault Tailored To You Turn your goals into a financial strategy Start Planning Step By Step Guidance Our Process Protect your investments. Discover if you have hidden risk factors in your portfolio…
Direct Owners
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JEFFREY WILSON IVORY
MANAGING MEMBER owns 75% or more
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WAYNE ANTHONY BELL-WARREN
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Institutional Investment Consulting
- Emerson Wealth Management LLC
- Steward Capital Management Inc
- Gregory J Schwartz & Co Inc
- Sculati Wealth Management LLC
- Cranbrook Wealth Management LLC
- Azimuth Capital Management LLC
- Integrated Capital Management LLC
- Lifecycle Financial Planners Inc
- M1 Capital Management
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 7, 2019
- 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