Impactadvisor LLC

RIASEC Registered

Total AUM

$85.8M

Discretionary

$60.4M

70% of AUM

Avg account

$440K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 175155
Website: impactadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI73.92%
Pension & Profit Sharing Plans15.07%
Individuals6.89%
Charitable Organizations4.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Impactadvisor LLC is an independent registered investment adviser organized as an LLC that serves both high-net-worth individuals and institutional clients. The firm acts as a capital allocator, managing portfolios directly and selecting outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers, along with investor education through publications and seminars. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. An individual owns the firm; it operates as an independent RIA rather than as an affiliate of a broker-dealer or larger wirehouse.