I
Inplay Global Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
InPlay Global Advisors is a sole‑proprietor investment advisory that provides non‑discretionary portfolio management, project‑based institutional advisory and referral services. The firm advises individuals, businesses and a range of specified real‑estate entities, offers real‑estate operations management, and assists entities with strategic transactions such as growth, sale or combination.
The firm’s process centers on client suitability and investor profiling and, when requested, the creation of written investment policy statements; security analysis described in the brochure includes charting, fundamental, technical methods and proprietary model inputs. Accounts are managed on a non‑custodial basis, and the firm also offers project work billed on fixed or hourly terms and a formal referral program to introduce clients to private fund managers or third‑party advisers.
Noteworthy for a firm of this size, an associated person serves as a registered representative and performs financial and operations functions for a broker‑dealer, and the firm discloses referral and other financial‑product arrangements and outside business activities (including entities that have filed Regulation D notices). The brochure also highlights an unusually broad potential client focus for a small manager—ranging from institutional, public and insurance entities to individual and high‑net‑worth clients—while reporting no assets under management as of the most recent filing.
Client services
Portfolio management
Selection of other advisers
Real estate operations & related financial services
Real estate operations & related financial services
Expertise
Real estate investing
Business exit / sale strategy
Business Financial Management
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
Fixed project fees start at $25,000 minimum, billed $10,000 per month until completion
$0 - $1,000,000: 3.00% annually (0.75% quarterly maximum) $1,000,001 - $2,000,000: 3.00% annually (0.75% quarterly maximum) $2,000,001 - $3,500,000: 2.00% annually (0.50% quarterly maximum) $3,500,001+: 1.00% annually (0.25% quarterly maximum)
$525 per hour, invoiced monthly
Account minimum: $25,000 Minimum fee: Minimum account balance of $25,000 for starting or maintaining an AUM Program account; Project-based fixed fees start at $25,000 minimum Fee-only: Hourly fees at $525 per hour; Fixed project fees starting at $25,000 minimum, billed $10,000 per month until completion; Fees are negotiable
Main office location
Inplay Global Advisors
Ontario CA, United States
Number of offices
1
Most active in
Inplay Global Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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