Twenty Twenty Investment Advisors, LLC

RIASEC RegisteredEst. 2025

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$246K

Accounts

564

Employees

Advisory reps

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

FINTRX

Overview

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.