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TWENTY TWENTY INVESTMENT ADVISORS, LLC
TWENTY TWENTY INVESTMENT ADVISORS,LLC
CRD 128086 · SEC 801-131986
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.0M
Discretionary AUM
$139.0M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $61.1M |
| High net worth individuals | 23 | $53.8M |
| Corporations/business entities | 6 | $2.8M |
States served
CA, CO, ID, MT, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD