Plan B Investments, Inc.

Overview

Plan B Investments, Inc. is a California-based corporate advisor operating as an independent broker‑dealer under individual ownership. The firm functions as a capital allocator and serves both individual and family clients alongside institutional relationships. Revenue is generated through a mix of percentage‑of‑AUM fees and hourly charges. On the business side the firm combines broker‑dealer and insurance brokerage activities with advisory work that centers on financial planning and selecting third‑party advisers for clients. The firm does not emphasize ESG investing.

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Public Holdings

Investments & Alternatives

Location & Offices