Twenty Twenty Investment Advisors, LLC

Twenty Twenty Investment Advisors, LLC (CRD# 128086) is a financial advisory firm headquartered in Spokane, WA. They manage $16,123,000 in 164 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $98,311
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

TX, WA

Financial Advisors at Twenty Twenty Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay D. Lake
CRD#: 1253117
Spokane, WA
93
Wealthminder
score

Jay Lake (CRD# 1253117) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in Spokane, WA and has over 29 years of experience in the finance industry.

2
Joshua M. Mastel
CRD#: 6044548
San Antonio, TX
93
Wealthminder
score

Joshua Mastel (CRD# 6044548) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in San Antonio, TX and has over 5 years of experience in the finance industry.

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