Open Invest Company

Open Invest Company (CRD# 269997) is a financial advisory firm headquartered in San Francisco, CA. They manage $5,304,000 in 257 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $20,638
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX

Financial Advisors at Open Invest Company
Showing 1 - 2 of 2 top financial advisors.
1
Conor M. Murray
CRD#: 4814829
2 Mint Plaza, Suite 604, San Francisco, CA 94103
89
Wealthminder
score

Conor Murray (CRD# 4814829) is an Investment Advisor Representative working at Open Invest Company in San Francisco, CA and has over 2 years of experience in the finance industry.

2
Phillip Wei
CRD#: 6529294
937 Shorepoint Ct, Unit G202, Alameda, CA 94501
89
Wealthminder
score

Phillip Wei (CRD# 6529294) is an Investment Advisor Representative working at Open Invest Company in Alameda, CA and has over 2 years of experience in the finance industry.

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