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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 May 16, 2019
    • $406.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $222.1K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

20

name start date
Tom Raymond Gibbings
December 2015
Kevin William La Mont
July 2018
David Jeng-Huei Wu
June 2016
Karin Lynn Tyson
December 2015
Samir Chunilal Thakkar
March 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 Treasurer April, 2018 10% to 25%
      Larry Wayne Palmer Shareholder January, 2016 10% to 25%
      Karin Lynn Tyson Shareholder October, 2015 10% to 25%
      Samir Chunilal Thakkar Ceo October, 2015 10% to 25%
      Elmer Robert Branch Director And Board Member October, 2015 10% to 25%
      Stephen David Ambrosini Director - Secretary October, 2015 10% to 25%
      Robert James Roche Chief Compliance Officer April, 2018 less than 5%
      Howard James Buck Shareholder October, 2015 less than 5%
      Arnold Delos Henkel President And Coo June, 2017 less than 5%
      Christopher S Austin Cio April, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other