Twenty Twenty Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 128086
- Registered since
- February 18, 2025
- Website
- www.2020ia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals43.97%
- HNWI38.7%
- Other15.34%
- Corporations / Businesses1.99%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Twenty Twenty Investment Advisors, LLC is an independent, individual-owned investment advisory firm organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model combines a percentage-of-assets-under-management approach with the option for hourly engagements. The firm does not identify as an active ESG investor and, according to its filings, does not act as a capital allocator to third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds19%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Megan Billeter
Investment Advisor RepresentativeCRD 8200042
Jay Lake
Director of Business DevelopmentCRD 1253117
Jennifer West
Compliance OfficerCRD 8031697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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