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, corporation-structured registered investment adviser that began SEC registration in 2020. The firm acts as a capital allocator for both individual/family and institutional clients and combines portfolio management with financial planning and insurance brokerage services. Its advisory scope includes portfolio management for individuals, small businesses, and institutions, pension consulting, and selection of other advisers. The firm identifies as an active ESG investor and offers fee arrangements that include both percentage-of-AUM and fixed-fee billing.
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
- Exchange Traded Equities49%
- Other17%
- Public Funds/Mutual Funds13%
- Non-Exchange Traded Equities9%
- State & Local Bonds8%
Contacts
3 of 5
Ian Mcleod
Principal & AdvisorCRD 4608041
Shane Yonston
Principal & AdvisorCRD 4799518
Catherine Woodman
Principal & AdvisorCRD 4268744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$114M in ETFs
88%
$100M
9%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL) | State Street | Passive | Long Government | $13.6M | 517,490 | 11.92% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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