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, SEC-registered registered investment adviser formed as an LLC in 2021 and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Impactfolio identifies as an active ESG investor and does not operate as a capital allocator or multi-state adviser.
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 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
$257M in ETFs
95%
$245M
5%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF (ESGV) | Vanguard | Passive | Large Blend | $66M | 499,439 | 25.68% |
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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