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
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts114ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Plan B Investments, Inc.
1
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 (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.
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