20/20 CAPITAL MANAGEMENT, INC
CRD #281692 SEC #801-106924 COSTA MESA, CA 714-433-1299
SEC Registered
Total AUM
$544.7M
Discretionary
$501.7M
Employees
38
Clients
101
Accounts
2,175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $676.6M | $610.3M | $66.3M | 38 | 25 |
| Feb 2022 | $544.7M | $501.7M | $43M | 38 | 20 |
| Feb 2022 | $544.7M | $501.7M | $43M | 38 | 20 |
| Feb 2022 | $544.7M | $501.7M | $43M | 38 | 20 |
| Nov 2021 | $544.7M | $501.7M | $43M | 38 | 20 |
| Aug 2021 | $544.7M | $501.7M | $43M | 38 | 20 |
| Jul 2021 | $544.7M | $501.7M | $43M | 38 | 20 |
| Jun 2021 | $544.7M | $501.7M | $43M | 38 | 20 |
| Apr 2021 | $544.7M | $501.7M | $43M | 38 | 20 |
| Mar 2021 | $544.7M | $501.7M | $43M | 38 | 20 |
| Dec 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Sep 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Sep 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Aug 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Aug 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Jul 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Jun 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Mar 2020 | $467.6M | $467.6M | $0 | 35 | 1,130 |
| Nov 2019 | $406.3M | $406.3M | $0 | 35 | 0 |
| May 2019 | $406.3M | $406.3M | $0 | 35 | 0 |
| Apr 2019 | $406.3M | $406.3M | $0 | 35 | 0 |
| Apr 2019 | $352.3M | $352.3M | $0 | 35 | 0 |
| Mar 2019 | $352.3M | $352.3M | $0 | 49 | 0 |
| Jan 2019 | $352.3M | $352.3M | $0 | 49 | 0 |
| Jan 2019 | $382.5M | $382.5M | $0 | 30 | 0 |
| Dec 2018 | $645.5M | $645.5M | $0 | 66 | 0 |
| Dec 2018 | $645.5M | $645.5M | $0 | 66 | 0 |
| Sep 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Jun 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| May 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| May 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Apr 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Apr 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Apr 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Apr 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Mar 2018 | $846.8M | $846.8M | $0 | 66 | 0 |
| Dec 2017 | $570M | $570M | $0 | 69 | 0 |
| Jul 2017 | $570M | $570M | $0 | 61 | 2,300 |
| Mar 2017 | $570M | $570M | $0 | 61 | 2,300 |
| Feb 2017 | $509.4M | $509.4M | $0 | 18 | 2,700 |
| Jan 2017 | $509.4M | $509.4M | $0 | 18 | 2,700 |
| Jan 2017 | $509.4M | $509.4M | $0 | 18 | 2,700 |
| Sep 2016 | $509.4M | $509.4M | $0 | 18 | 2,700 |
| Jul 2016 | $121.8M | $121.8M | $0 | 18 | 26 |
| Jul 2016 | $121.8M | $121.8M | $0 | 18 | 26 |
| Apr 2016 | $121.8M | $121.8M | $0 | 18 | 26 |
| Mar 2016 | $56M | $56M | $0 | 18 | 26 |
| Mar 2016 | $0 | $0 | $0 | 12 | 0 |
| Feb 2016 | $0 | $0 | $0 | 12 | 0 |
| Feb 2016 | $0 | $0 | $0 | 12 | 0 |
| Jan 2016 | $0 | $0 | $0 | 12 | 0 |
| Dec 2015 | $0 | $0 | $0 | 12 | 0 |
| Nov 2015 | $0 | $0 | $0 | 12 | 0 |
| Nov 2015 | $0 | $0 | $0 | 12 | 0 |
| Nov 2015 | $0 | $0 | $0 | 12 | 0 |
DateMar 2022
Total AUM$676.6M
Discretionary$610.3M
Non-Disc.$66.3M
Employees38
Clients25
DateFeb 2022
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateFeb 2022
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateFeb 2022
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateNov 2021
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateAug 2021
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateJul 2021
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateJun 2021
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateApr 2021
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateMar 2021
Total AUM$544.7M
Discretionary$501.7M
Non-Disc.$43M
Employees38
Clients20
DateDec 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateSep 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateSep 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateAug 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateAug 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateJul 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateJun 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateMar 2020
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees35
Clients1,130
DateNov 2019
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees35
Clients0
DateMay 2019
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees35
Clients0
DateApr 2019
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees35
Clients0
DateApr 2019
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees35
Clients0
DateMar 2019
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees49
Clients0
DateJan 2019
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees49
Clients0
DateJan 2019
Total AUM$382.5M
Discretionary$382.5M
Non-Disc.$0
Employees30
Clients0
DateDec 2018
Total AUM$645.5M
Discretionary$645.5M
Non-Disc.$0
Employees66
Clients0
DateDec 2018
Total AUM$645.5M
Discretionary$645.5M
Non-Disc.$0
Employees66
Clients0
DateSep 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateJun 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateMay 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateMay 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateApr 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateApr 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateApr 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateApr 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateMar 2018
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees66
Clients0
DateDec 2017
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees69
Clients0
DateJul 2017
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees61
Clients2,300
DateMar 2017
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees61
Clients2,300
DateFeb 2017
Total AUM$509.4M
Discretionary$509.4M
Non-Disc.$0
Employees18
Clients2,700
DateJan 2017
Total AUM$509.4M
Discretionary$509.4M
Non-Disc.$0
Employees18
Clients2,700
DateJan 2017
Total AUM$509.4M
Discretionary$509.4M
Non-Disc.$0
Employees18
Clients2,700
DateSep 2016
Total AUM$509.4M
Discretionary$509.4M
Non-Disc.$0
Employees18
Clients2,700
DateJul 2016
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees18
Clients26
DateJul 2016
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees18
Clients26
DateApr 2016
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees18
Clients26
DateMar 2016
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees18
Clients26
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0