IMPACTU.INVESTMENTS, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
WOODBURY, New York
CRD number
122696
Registered since
January 15, 2003

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DANIEL ANTENOR, JR

    Chief Operating OfficerCRD 5839052

  • MICHELLE THOMAS

    Chief Compliance OfficerCRD 2210435

  • MEGAN PLAPP

    Chief Financial OfficerCRD 6790596

Contacts

3 of 3
  • JOSEPH TRIFILETTI

    PresidentCRD 5295897

  • STEPHEN DISTANTE

    Chairman and FounderCRD 2206574

  • STEVEN HOWE

    Director of Business DevelopmentCRD 5088131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth