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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2014
- Office Locations
- 3
Office Locations
About Twenty Twenty Investment Advisors, LLC
Twenty Twenty Investment Advisors, LLC is a Spokane, WA RIA serving business owners and entrepreneurs with comprehensive financial planning (tax, estate, retirement and business-succession). The firm emphasizes operational excellence and client-first service, building diversified portfolios with an asset-allocation and risk-management focus using ETFs, public funds and fixed income. Custody is primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE WARD BILLETER
Chief Investment Officer
- CRD
- #1751156
- Ownership
- 50% but less than 75%
JOSHUA MICHAEL MASTEL
Director of Financial Planning
- CRD
- #6044548
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Megan Marie Billeter
--
- CRD
- #8200042
JAY DEE LAKE
Founder
- CRD
- #1253117
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,978,900 | $246,416 |
| Non-Discretionary | $0 | -- |
| Total | $138,978,900 | $246,416 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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