This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-20-2005
- Office Locations
- 2
Office Locations
About Plan B Investments, Inc.
Plan B Investments, Inc. is a fiduciary advisory firm providing ongoing financial planning and investment management for individuals and families, including retirement and estate planning support. Established in 2004, the firm focuses on whole-picture guidance through life changes and long-term wealth building. Portfolios are implemented primarily with ETFs, with custody relationships including Charles Schwab, and prospects can begin via an online Planswell discovery flow.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARTIN PHILLIP OMALLEY Jr
Chief Compliance Officer, President
- CRD
- #1522931
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Justin Robert Smith
--
- CRD
- #7804126
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $32,040,729 | -- |
| Total | $32,040,729 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,040,729
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,376,571,841 | 16.5% |
| Corporate - Investment Grade | $3,570,743,926 | 42.8% |
| Cash | $3,395,543,874 | 40.7% |
| Total | $8,342,859,641 | 100.0% |