Unconventional Investor, LLC
Unconventional Investor, LLC (CRD# 317333) is a financial advisory firm headquartered in Portsmouth, NH. They manage $232,894,529 in 384 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management233MILLION
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Total Number of Accounts384ACCOUNTS
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Average Account Value$606,496
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NC, NH
Financial Advisors at Unconventional Investor, LLC
1
Christopher O'leary (CRD# 7092273) is an Investment Advisor Representative working at Unconventional Investor, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
2
Paul O'leary (CRD# 1691967) is an Investment Advisor Representative working at Unconventional Investor, LLC in Portsmouth, NH and has over 16 years of experience in the finance industry.
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