Plan B Investments, Inc.

Plan B Investments, Inc. (CRD# 136162) is a financial advisory firm headquartered in Pasadena, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Plan B Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
Martin P. Omalley
CRD#: 1522931
4512 N Clybourn Ave, Suite 100, Burbank, CA 91505

Martin Omalley (CRD# 1522931) is an Investment Advisor Representative working at Plan B Investments, Inc. in Burbank, CA and has over 28 years of experience in the finance industry.

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