The 20/20 CAPITAL MANAGEMENT is a privately held investment adviser that advises $39.14Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. 20/20 CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 200.43% over the last 5-years.
The Group has been registered with the SEC for 10.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 81 office locations with their Headquarters at 6201 COLLEGE BLVD. SUITE #150, OVERLAND PARK, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 460 employees comprised of 261 investment and 199 non-investment staff. The total number of Employees increased by 112.96% over the last 5-years.
Their $39.14Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1,835 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $17.73Bn or 45.31% of Total Assets and High Net Worth Individuals own $12.98Bn or 33.17% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
20/20 CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.