20/20 CAPITAL MANAGEMENT, INC

COSTA MESA, California·17 registered advisors·CRD# 281692
SEC# 801-10692414714-433-1299
01

Firm Overview

AUM
$677M
Regulatory assets under management
Employees
38
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADVICEPAY MONTHLY QTRLY SUBSCRIPTION
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at 20/20 CAPITAL MANAGEMENT, INC

17 registered advisors
Adan Hererra Diaz
COSTA MESA, California
Amy Rogers Blodgett
COSTA MESA, California
Arnold Delos Henkel
COSTA MESA, California
Christopher S Austin
COSTA MESA, California
Elmer Robert Branch
COSTA MESA, California
Garrett Heath German
COSTA MESA, California
Howard James Buck
COSTA MESA, California
Karin Lynn Tyson
COSTA MESA, California
Kevin Michael Grunawalt
COSTA MESA, California
Larry Wayne Palmer
COSTA MESA, California
Leonard Richard Simpson
COSTA MESA, California
Maximillian Andrew Morgan
COSTA MESA, California
Robert James Roche
COSTA MESA, California
Samir Chunilal Thakkar
COSTA MESA, California
Stephen David Ambrosini
COSTA MESA, California
Tom Raymond Gibbings
COSTA MESA, California
Vinit Madan
COSTA MESA, California
05

Office Locations

COSTA MESA, California
17 advisors

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Data sourced from SEC Form ADV filings. 20/20 CAPITAL MANAGEMENT, INC (CRD# 281692) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.