Impact Investors
Firm details
- Headquarters
- ,
- CRD number
- 289028
- Registered since
- March 20, 2020
- Website
- theimpactinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.44%
- Individuals30.57%
- Pension & Profit Sharing Plans11.17%
- Charitable Organizations0.64%
- Other0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Impact Investors is an independent, corporately organized registered investment adviser that began SEC registration in 2020. The firm describes itself as a capital allocator serving both individuals/families and institutional clients. Its client-facing services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Impact Investors also operates as an insurance broker and charges a mix of percentage‑of‑AUM and fixed fees. The firm identifies itself as an active ESG investor and incorporates environmental, social and governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds43%
- Exchange Traded Equities21%
- Cash & Cash Equivalents15%
- Other12%
- State & Local Bonds6%
Contacts
2 of 2
Shane Yonston
Principal & AdvisorCRD 4799518
Brian Deloriea
Portfolio Manager AssociateCRD 5230337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$107M in ETFs
86%
$92.7M
11%
$14.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL) | State Street | Passive | Long Government | $11.5M | 437,179 | 10.69% |
Location
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Location
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Headquartered in , null.
- Office locations