Impact Financial, LLC
RIASEC Registered
Total AUM
$29.4M
Discretionary
$29.4M
100% of AUM
Avg account
$250K
Accounts
118
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323394
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.37%
- Individuals22.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Impact Financial, LLC is an independent, owner-operated registered investment adviser serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients via a mix of asset-based fees, hourly billing, and fixed fees. It does not identify as an active ESG investor, is not a multi-state adviser per the available data, and is not structured as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Walter Jessee
FounderCRD 6647549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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