Impactfolio LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 291716
- Registered since
- May 18, 2021
- Website
- impactfolio.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.38%
- Individuals4.83%
- Charitable Organizations0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Impactfolio LLC is an independent fee-based investment adviser that registered with the SEC in 2021. The firm targets both individual & family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing options include a percentage of assets under management as well as hourly and fixed fees. Impactfolio identifies itself as an active ESG investor and does not operate as a capital allocator to external private managers.
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 Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Rebecca Kennedy
Partner, Financial PlannerCRD 4649326
Julie Mcdaniel
Partner, Financial PlannerCRD 4673079
Jeffrey Arnold
Partner, Portfolio ManagerCRD 3034274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$229M in ETFs
95%
$217M
5%
$11.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF (ESGV) | Vanguard | Passive | Large Blend | $56.1M | 499,729 | 24.49% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 44 Cook St
- Time zone
- MT (UTC-7)
- Office locations
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