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Building 2TWENTY TWENTY INVESTMENT ADVISORS, LLC

Map pin
Phone509-892-3512
NotebookSEC #801-131986
Total AUM
$139M
Employees
6
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 4:00 P.T.
Monday - Friday
Phone
509-892-3512
Other Offices
4

ReceiptFinancials

Total AUM
$139M
Accounts
564
Discretionary
$139M
Accounts
564
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
289
AUM
$61.1M
HNW Individual Clients
23
AUM
$53.8M
Corporation or Business Clients
6
AUM
$2.8M
Other Clients
23
AUM
$21.3M
Description of Other Clients
RETIREMENT PLANS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDMTORTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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