20/20 Financial Advisers Revenue

Financial Services • Costa Mesa, California, United States • 11-20 Employees

20/20 Financial Advisers revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contact at 20/20 Financial Advisers

Pallavi Thakkar

Finance And Operations Director

Company overview

Headquarters	Home Office, 940 South Coast Drive - Suite 110, Costa Mesa, CA 92626, US
Phone number	+17144331299
Website	2020fa.com
NAICS	52
Keywords	Debt Management, Risk Management, Income Planning, Retirement Planning, 1031 Exchanges, Financial Planning, Estate Planning, Tax Management, College Savings, Employee Stock Option Planning, Social/Impact Investing
Employees	11-20
Socials

20/20 Financial Advisers Email Formats

20/20 Financial Advisers uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@2020fa.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@2020fa.com	50%
{first name}{last name}	johndoe@2020fa.com	50%

About 20/20 Financial Advisers

20/20 utilizes a variety of services to create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisers and Private Client Services are separate entities and are not affiliated. ©2022 2020 Financial Advisers, LLC - All Rights Reserved. 2020 and PCS do not offer legal or tax advice, and should not be construed as such. Always consult a legal or tax professional regarding your specific situation.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Partner

Employees by Department

20/20 Financial Advisers has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

20/20 Financial Advisers has never raised funding before.

20/20 Financial Advisers Tech Stack

Discover the technologies and tools that power 20/20 Financial Advisers's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Vimeo

Video players

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

20/20 Financial Advisers is located in Costa Mesa, California, US.

You can reach 20/20 Financial Advisers at +17144331299.

20/20 Financial Advisers generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

20/20 Financial Advisers has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

20/20 Financial Advisers has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 20/20 Financial Advisers

Pallavi Thakkar

Finance And Operations Director

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