Alex
Nunes

20/20 Capital Management, Inc

CRD#5979472
Investment Advisor
in San Diego, CA
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About this Advisor

Alex Nunes is a financial advisor based in San Diego, California, who has been in the advisory business for 10 years. Nunes is an advisor for 20/20 Capital Management, Inc. Throughout their career, they have worked at Miramar College, San Diego State Foundation, Axa Advisors, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, 20/20 Financial Advisers LLC and 20/20 Capital Management. Nunes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. 20/20 Capital Management, Inc is a registered investment business headquartered in San Diego, California. It has offices in 14 locations and a total of 66 people on staff. It controls $847 million in total assets across its 4,302 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 4,302 customer accounts, 28% are held by high-net-worth investors who have more than $1 million in assets. 20/20 Capital Management, Inc offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is provided. Fee types billed by 20/20 Capital Management, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1660 Hotel Circle North, Suite 205
San Diego, CA 92108

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20/20 Capital Management, Inc Brokerage Details

Total Assets Under Management

$352,252,172

CA Average: $7,578,581,321
Total Number of Employees

49

CA Average: 43
Total Number of Accounts

1,790

CA Average: 3,727
Average Account Size

$196,789

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alex Nunes Work History

Alex has 10 years of experience.

2016 - Present (3 years)

20/20 Capital Management

2014 - Present (5 years)

Ameritas Investment Corp

2014 - Present (5 years)

Ameritas Life Insurance Corp

2014 - Present (5 years)

20/20 Financial Advisers LLC

2011 - 2012 (1 year)

Miramar College

2011 - 2014 (3 years)

Axa Advisors, LLC

2008 - 2011 (3 years)

San Diego State Foundation

Disclosures

Alex Nunes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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