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20/20 CAPITAL MANAGEMENT, INC
20/20 CAPITAL MANAGEMENT, INC (CRD# 281692) is an SEC-Registered Investment Advisor (RIA), headquartered in Costa Mesa, CA. The SEC approved the firm to operate as an RIA in Nov 2015. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $846.8 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
20/20 CAPITAL MANAGEMENT, INC also reported in Sep 2018:
  • 66 employees, with 25 performing advisory functions.
  • A total of 15 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
20/20 CAPITAL MANAGEMENT, INC has no disclosure events reported to the SEC at this time.
 

View 20/20 CAPITAL MANAGEMENT, INC's most recent Form ADV filing
 


20/20 CAPITAL MANAGEMENT, INC has Notice Filings with the following State Securities Authorities: AZ-Jan 2017, CA-Nov 2015, CO-Jan 2017, CT-Jan 2017, DE-Nov 2015 , FL-Nov 2015, GA-Jan 2017, HI-Jan 2017, IL-Jan 2017, IN-Nov 2015 , LA-Jun 2018, MA-Apr 2018, MI-Jan 2017, NC-Jan 2017, NH-Apr 2018 , NJ-Feb 2017, NM-Jan 2017, NV-Jan 2017, NY-Jan 2017, OH-Jan 2017 , OR-Jan 2017, PA-Jan 2017, SC-Jun 2018, TN-Jun 2018, TX-Nov 2015 , UT-Jan 2017, VA-Jan 2017, WA-Jan 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.