IMPACTU.INVESTMENTS, LLC
Firm details
- Headquarters
- WOODBURY, New York
- CRD number
- 122696
- Registered since
- January 15, 2003
Firm profile
FINTRXOverview
ImpactU.Investments, LLC is organized as a limited liability company and has been SEC-registered since 2003. The ownership is recorded as a combination of a domestic entity and an individual, and the firm’s regulatory classification is listed as unclassified. The FINTRX snapshot flags the firm as not serving as a capital allocator and not identifying as an active ESG investor. Several typical profile fields — including client base, fee structure, core business activities, and advisory activities — are not populated in the source data.
Assets & Accounts
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
Owners & executives
3 of 3DANIEL ANTENOR, JR
Chief Operating OfficerCRD 5839052
MICHELLE THOMAS
Chief Compliance OfficerCRD 2210435
MEGAN PLAPP
Chief Financial OfficerCRD 6790596
Contacts
3 of 3JOSEPH TRIFILETTI
PresidentCRD 5295897
STEPHEN DISTANTE
Chairman and FounderCRD 2206574
STEVEN HOWE
Director of Business DevelopmentCRD 5088131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODBURY, NY
NASSAU
Location
WOODBURY, NY
Headquartered in WOODBURY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 125 Froehlich Farm Blvd
- Time zone
- ET (UTC-5)
- Office locations
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