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Overview

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

17

name start date
Samir Chunilal Thakkar
March 2016
Richard Steven Magill
September 2018
Jodi M. Gambini
March 2018
Leonard R. Simpson RFC® AIF®
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