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Twenty Twenty Investment Advisors, LLC

Headquartered in SPOKANE, WA

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Firm Information

Twenty Twenty Investment Advisors, LLC is an independent registered investment advisor (RIA) with approximately $123,393,615 in regulatory assets under management (AUM). The firm provides financial planning, portfolio management for individuals, and educational seminars. They serve a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and retirement plans. They have 3 investment advisor representatives and 1 advisor rep for other investment advisors.

Twenty Twenty Investment Advisors, LLC

$123.39M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

TWENTY TWENTY INVESTMENT ADVISORS, LLC has a total of 4 branch locations across the country.
location

Mead, WA

location

Evans, GA

location

SPOKANE, WA

location

BOSTON, MA

Advisors at Twenty Twenty Investment Advisors, LLC

View All 2 Advisors
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Jay Dee Lake

CFP®, RA

SPOKANE, WA

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Bruce Ward Billeter

RA

SPOKANE, WA

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Joshua Michael Mastel

CFP®, RA

Evans, GA

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Disclosures

There are no public disclosures for Twenty Twenty Investment Advisors, LLC.

Frequently Asked Questions (6)

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