Game Plan Advisors, Inc. (Conroe)
Game Plan Advisors, Inc. Is an Adviser Based in Conroe. It Manages $86.69 Million of Regulatory Assets for 697 Client Accounts. It Has Been Registered with the...
Game Plan Advisors, Inc. is an adviser based in Conroe. It manages $86.69 million of regulatory assets for 697 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.
Game Plan Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Game Plan Advisors: assets under management
The assets under management (AUM) of Game Plan Advisors, Inc. is $86.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $86.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.37 thousand each.
Investments
The firm invests in exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 39% of the firm’s portfolio.
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