Unclaimed Profile

Howard James Buck

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

Clean record20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 1541938Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howard James Buck · COSTA MESA, CA

Registration

CRD #1541938 · 20/20 CAPITAL MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Howard James Buck is a registered financial advisor based in COSTA MESA, California, affiliated with 20/20 CAPITAL MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

AUM

$677M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: ADVICEPAY MONTHLY QTRLY SUBSCRIPTION

Regulatory

SEC/IARD CRD# 1541938

Firm CRD# 281692

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Howard James Buck offer?

Howard James Buck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Howard James Buck's credentials?

Howard James Buck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard James Buck located?

Howard James Buck is based in COSTA MESA, California, working with 20/20 CAPITAL MANAGEMENT, INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Howard James Buck charge for services?

Howard James Buck's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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