Social Impact Investments Inc.
RIASEC Registered
Total AUM
$4.3M
Discretionary
$4.3M
100% of AUM
Avg account
$284K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297095
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.96%
- Individuals17.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Social Impact Investments Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering specifically to individual and family clients. While the firm does not actively engage in ESG investing, it maintains a straightforward fee structure based on a percentage of assets under management.
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
- Exchange Traded Equities72%
- Cash & Cash Equivalents21%
- Public Funds/Mutual Funds7%
Contacts
1 of 1
Bryan Keller
Founder and PresidentCRD 5559671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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