GAINPLAN LLC

GAINPLAN LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 174427). Regulatory assets under management: $461.6M.

Registration

• CRD: 174427
• SEC file number: 801-81166
• Type: Registered investment adviser
• Location: 800 W. LONG LAKE ROAD, SUITE 100, BLOOMFIELD HILLS, MI, 48302
• Phone: 248.385.3737
• Latest filing: 2026-07-06
• Regulatory AUM: $461.6M
• Discretionary AUM: $397.4M
• Non-discretionary AUM: $64.2M
• Clients: 12
• Accounts: 1,491

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174427 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search