# PLAN B INVESTMENTS, INC.

PLAN B INVESTMENTS, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/planbinvestmentsinc

## Regulatory record

- **CRD number:** 136162
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136162

## About

PLAN B INVESTMENTS, INC. is a state-registered investment adviser in CARMEL VALLEY, CA. The firm manages approximately $32 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Related profiles

- [JAMES A. JIMENEZ](https://altss.com/profile/james-a-jimenez)

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Last updated: 2026-07-06T01:24:23.363Z

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