GAINPLAN LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $461.6M |
| Discretionary | $397.4M86% of AUM |
| Non-Discretionary | $64.2M |
| Client Accounts | 1,491 |
| Avg Account Size | $310K |
| Employees | 12 |
| Peak AUM | $478.5MMar 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $462M | 3.5% | +13.1% | +7.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $461.6M |
| Discretionary | $397.4M |
| Employees | 12 |
| Client Accounts | 1491 |
| Client Range | 1-10 |
Contact & Location
Address
800 W. LONG LAKE ROAD
BLOOMFIELD HILLS MI 48302
Phone
248.385.3737
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$397M
86.1% of AUM
Non-Discretionary
$64M
13.9% of AUM
Disc. mix ▼ 3.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant