IMPACT INVESTMENT ADVISER LLC

450 Sansome Street
Suite 1000
San Francisco, California 94111
Tel: 415-981-1074

About IMPACT INVESTMENT ADVISER LLC

IMPACT INVESTMENT ADVISER LLC, formally registered with the SEC as IMPACT INVESTMENT ADVISER LLC. The firm was established in 05/15/2009. They have over 1 offices throughout the country.

IMPACT INVESTMENT ADVISER LLC is a San Francisco, California based Financial Planning firm with nearly $612,182,639 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149929
SEC#	801-70153
Assets Managed by Firm	$612,182,639
No. of Clients	9
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Other (EXPENSE REIMBURSEMENTS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$612,182,639

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