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PLAN B INVESTMENTS, INC.
CRD 136162
13770 CENTER ST, SUITE 206, CARMEL VALLEY, CA, 93924, United States
Phone
888-511-4611
Fax
866-323-4538
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 89 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $8.4M |
| High net worth individuals | 27 | $14.4M |
| Pension/profit sharing plans | 3 | $9.3M |
All web addresses on file
Official SEC filing: View on IAPD