# THE PLAYBOOK ADVIZOR

THE PLAYBOOK ADVIZOR is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 316085
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316085

## About

The Playbook Advisor is a state-registered investment adviser with approximately $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at THE PLAYBOOK ADVIZOR?

There are no publicly named principals or investment professionals associated with THE PLAYBOOK ADVIZOR. The firm's leadership structure is undisclosed.

### What is the wealth origin of the underlying family?

The wealth source is not publicly documented. No personal or corporate background has been provided by the firm.

### Does THE PLAYBOOK ADVIZOR invest in direct deals or funds?

No investment strategy, vehicle preference, or deal activity has been publicly disclosed by the firm. Its deployment approach is unknown.

### What sectors or asset classes does THE PLAYBOOK ADVIZOR target?

The firm has not publicized any sector focus, asset class preference, or investment parameters. All allocation details are unspecified.

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Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-playbook-advizor

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