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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
About Unlock Investments
Unlock Investments is a boutique Bay Area registered investment adviser providing customized investment management via managed discretionary accounts, executing trades inside clients’ own Charles Schwab accounts (including IRAs). The firm runs actively managed equity-and-options strategies such as Portfolio Booster and its Bitcoin/Berkshire “Inflation Buster,” using options for income and hedging while accumulating selected equities (e.g., Berkshire Hathaway and bitcoin-related stocks). Fees are charged only after gains or benchmark outperformance, and the firm shares performance fees with advisors.
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Investment Themes
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Owner & Executives
Sean Dwight Gurson
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6397114
- Ownership
- 75% or more
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Unlock allContacts
No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $197,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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