Overview
Assets Under Management: $645 million
Headquarters: COSTA MESA, CA
High-Net-Worth Clients: 1,211
Average Client Assets: $0.4 million
Frequently Asked Questions
20/20 CAPITAL MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281692), 20/20 CAPITAL MANAGEMENT, INC is subject to fiduciary duty under federal law.
20/20 CAPITAL MANAGEMENT, INC is headquartered in COSTA MESA, CA.
20/20 CAPITAL MANAGEMENT, INC serves 1,211 high-net-worth clients according to their SEC filing dated December 03, 2018. View client details ↓
According to their SEC Form ADV, 20/20 CAPITAL MANAGEMENT, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
20/20 CAPITAL MANAGEMENT, INC manages $645 million in client assets according to their SEC filing dated December 03, 2018.
According to their SEC Form ADV, 20/20 CAPITAL MANAGEMENT, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,211
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.17%
Average Client Assets: $0.4 million
Total Client Accounts: 3,494
Discretionary Accounts: 3,494
Regulatory Filings
CRD Number: 281692
Filing ID: 1255664
Last Filing Date: 2018-12-03 18:19:00