Twenty Twenty Investment Advisors, LLC

Twenty Twenty Investment Advisors, LLC (CRD# 128086) is a financial advisory firm headquartered in Spokane, WA. They manage $87,175,538 in 433 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Po Box 30474, Spokane, WA 99223
https://www.linkedin.com/company/twenty-twenty-investment-advisors/about/
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $201,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, ID, TX, WA

Financial Advisors at Twenty Twenty Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bruce Billeter, financial advisor Spokane WA
Bruce W. Billeter
CRD#: 1751156
Spokane, WA

Bruce Billeter (CRD# 1751156) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in Spokane, WA and has over 30 years of experience in the finance industry.

2
Jay Lake, financial advisor Spokane WA
Jay D. Lake
CRD#: 1253117
Spokane, WA

Jay Lake (CRD# 1253117) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in Spokane, WA and has over 35 years of experience in the finance industry.

3
Joshua Mastel, financial advisor San Antonio TX
Joshua M. Mastel
CRD#: 6044548
San Antonio, TX

Joshua Mastel (CRD# 6044548) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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