Plan B Investments, Inc.

Plan B Investments, Inc. (CRD# 136162) is a financial advisory firm headquartered in Carmel Valley, CA. They manage $26,972,630 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13770 Center St, Suite 206, Carmel Valley, CA 93924
https://www.linkedin.com/company/planbinvestmentsinc/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $236,602
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Plan B Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Martin Omalley, financial advisor Carmel Valley CA
Martin P. Omalley
CRD#: 1522931
13748 Center St, Suite A, Carmel Valley, CA 93924

Martin Omalley (CRD# 1522931) is an Investment Advisor Representative working at Plan B Investments, Inc. in Carmel Valley, CA and has over 34 years of experience in the finance industry.

2
Justin Smith, financial advisor Carmel Valley CA
Justin R. Smith
CRD#: 7804126
13770 Center St, Suite 206, Carmel Valley, CA 93924

Justin Smith (CRD# 7804126) is an Investment Advisor Representative working at Plan B Investments, Inc. in Carmel Valley, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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