Unconventional Investor, LLC

Unconventional Investor, LLC (CRD# 143510) is a financial advisory firm headquartered in Oakland, CA. They manage $75,657,786 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $1,454,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

Financial Advisors at Unconventional Investor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul P. O'leary
CRD#: 1691967
Oakland, CA
93
Wealthminder
score

Paul O'leary (CRD# 1691967) is an Investment Advisor Representative working at Unconventional Investor, LLC in Oakland, CA and has over 9 years of experience in the finance industry.

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