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Building 2UNCONVENTIONAL INVESTOR, LLC

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Phone(415) 235-3729
NotebookSEC #801-123588
Total AUM
$302.5M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(415) 235-3729
Other Offices
1

ReceiptFinancials

Total AUM
$302.5M
Accounts
359
Discretionary
$302.5M
Accounts
359
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$25.7M
HNW Individual Clients
51
AUM
$273.6M
Charitable Organization Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCNHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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