20/20 Capital Management, Inc.

20/20 Capital Management, Inc. (CRD# 281692) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $121,819,520 in 465 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $261,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, IN, TX

Financial Advisors at 20/20 Capital Management, Inc.
No Advisor Found.
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