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 with ownership indicated as a mix of a domestic entity and an individual. FINTRX records classify the firm as unclassified and disclose very limited operational or advisory detail: core business activities, fee schedules, client segments and specific advisory functions were not reported. The data set flags that the firm is not an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser, pension consultant, or related adviser. The available information suggests ImpactU.Investments is either inactive from an advisory standpoint or has not provided customary public disclosures about its services and investment approach. There are no public descriptions of target client types, investment strategies, or fee arrangements in the provided record.
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 4
Daniel Antenor, Jr
Chief Operating OfficerCRD 5839052

Michelle Thomas
Chief Compliance OfficerCRD 2210435

Michele DelSordo
Deputy Chief Compliance OfficerCRD 2058108
Contacts
3 of 3Steven Howe
Director of Business DevelopmentCRD 5088131

Joseph Trifiletti
PresidentCRD 5295897

Stephen Distante
Chairman and FounderCRD 2206574
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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