Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 23
Average Client Assets: $2.3 million
Frequently Asked Questions
TWENTY TWENTY INVESTMENT ADVISORS, LLC 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 #128086), TWENTY TWENTY INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
TWENTY TWENTY INVESTMENT ADVISORS, LLC serves 23 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, TWENTY TWENTY INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
TWENTY TWENTY INVESTMENT ADVISORS, LLC manages $139 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, TWENTY TWENTY INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.70%
Average Client Assets: $2.3 million
Total Client Accounts: 564
Discretionary Accounts: 564
Regulatory Filings
CRD Number: 128086
Filing ID: 2054912
Last Filing Date: 2026-02-17 11:42:37