Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on July 29, 2017
    • $570.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $246.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

22

name start date
Samir Chunilal Thakkar
March 2016
Robert James Roche
April 2018
Jeremiah Daniel Pangan
November 2016
Karin Lynn Tyson
December 2015
Howard James Buck
June 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    20/20 Financial Advisors -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Tom Raymond Gibbings Secretary October, 2015 10% to 25%
      Samir Chunilal Thakkar Ceo October, 2015 10% to 25%
      Garrett Heath German Director & Treasurer July, 2016 10% to 25%
      Kevin Michael Grunawalt Director October, 2015 10% to 25%
      Karin Lynn Tyson Shareholder October, 2015 10% to 25%
      Larry Wayne Palmer Shareholder January, 2016 10% to 25%
      Elmer Robert Branch Director October, 2015 10% to 25%
      Amy Rogers Blodgett Director October, 2015 10% to 25%
      Stephen David Ambrosini Director October, 2015 10% to 25%
      Adan Hererra Diaz Shareholder October, 2015 less than 5%
      Howard James Buck Shareholder October, 2015 less than 5%
      Blake Alan Bjordahl Cco March, 2016 less than 5%
      Arnold Delos Henkel President And Coo June, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees