AdvisorOS Directory
Claim Profile
ST

Samir Chunilal Thakkar

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California
Unclaimed Profile
940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 1839047Firm CRD# 281692
01

About

Samir Chunilal Thakkar 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
20/20 CAPITAL MANAGEMENT, INC
20/20 CAPITAL MANAGEMENT, INC
AUM
$677M
Regulatory assets under management
Employees
38
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADVICEPAY MONTHLY QTRLY SUBSCRIPTION
Regulatory
SEC/IARD CRD# 1839047
Firm CRD# 281692
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COSTA MESA?

Browse all registered financial advisors in COSTA MESA, California or claim this profile if it's yours.

Browse COSTA MESA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Samir Chunilal Thakkar offer?
Samir Chunilal Thakkar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.
What are Samir Chunilal Thakkar's credentials?
Samir Chunilal Thakkar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samir Chunilal Thakkar located?
Samir Chunilal Thakkar 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 Samir Chunilal Thakkar charge for services?
Samir Chunilal Thakkar'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COSTA MESA
Kenneth Gordon Hobbs — CLEARVIEW INVESTMENT PARTNERS, LLCKevin Brian Arnold — CLEARVIEW INVESTMENT PARTNERS, LLCAlan Alfredo Flores — CLEARVIEW INVESTMENT PARTNERS, LLCRobert James Roche — 20/20 CAPITAL MANAGEMENT, INCRay Matthew Lombardo — CLEARVIEW INVESTMENT PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile