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Building 220/20 CAPITAL MANAGEMENT, INC

Map pinCOSTA MESA, CA
Phone714-433-1299
NotebookSEC #801-106924
Total AUM
$676.6M
Employees
38
Clients
1,417

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
940 SOUTH COAST DRIVE
STE 110
COSTA MESA
CA 92626
United States
Operating Hours
9AM-4PM, M-F
Monday - Friday
Phone
714-433-1299
Other Offices
14

ReceiptFinancials

Total AUM
$676.6M
Accounts
2,427
Discretionary
$610.3M
Accounts
2,327
Non-Discretionary
$66.3M
Accounts
100

ContactClients

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Individual Clients
1,206
AUM
$294.6M
HNW Individual Clients
210
AUM
$382.1M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADVICEPAY MONTHLY QTRLY SUBSCRIPTION

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAHIIAILLAMINCNHNJNVNYORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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