Impactfolio LLC

RIASEC Registered

Total AUM

$289M

Discretionary

$289M

100% of AUM

Avg account

$503K

Accounts

574

Employees

3

Advisory reps

3

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

FINTRX

Overview

Impactfolio LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm has been SEC-registered since 2021 and serves both individuals/families and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. Impactfolio identifies as an active ESG investor and appears to integrate environmental, social, and governance considerations into its portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Exchange Traded Equities8%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 21

Active vs passive

$266M in ETFs

Passive

95%

$254M

Active

5%

$12.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD ESG US STOCK ETF (ESGV)	Vanguard	Passive	Large Blend	$69.3M	511,621	26.05%

Unlock additional holdings →

Primary office

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

Similar firms

J.F. Williams Co, Inc.

Denver, CO

AUM $286MTEAM 4REPS 5

Lotusgroup Advisors

Denver, CO

AUM $286MTEAM 10REPS 7

Bear Creek Fund Advisors LLC

Denver, CO

AUM $283MTEAM 12REPS 7

Higgins & Schmidt Wealth Strategies LLC

Denver, CO

AUM $279MTEAM 5REPS 3

Roubaix Capital, LLC

Denver, CO

AUM $299MTEAM 7REPS 3

Synergy Financial Partners, LLC

Denver, CO

AUM $309MTEAM 5REPS 5

More RIAs in Denver →All Colorado RIAs →