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Home > Retirement Planners > california > san francisco > IMPACT INVESTORS
IMPACT INVESTORS
870 Market St
Suite 482
San Francisco, California 94104
Tel: 888-463-6861
About IMPACT INVESTORS
IMPACT INVESTORS, formally registered with the SEC as IMPACT INVESTORS. The firm was established in 03/20/2020. They have over 5 offices throughout the country.
IMPACT INVESTORS is a San Francisco, California based Financial Planning firm with nearly $267,931,954 assets under management, offering retirement planning & investment advisory services to 758 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289028 |
| SEC# | 801-118267 |
| Assets Managed by Firm | $267,931,954 |
| No. of Clients | 758 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 758 | $267,931,954 |
| Individuals (other than high net worth individuals) | 161 | $74,140,632 |
| High net worth individuals | 56 | $162,020,902 |
| Pension and profit sharing plans | 18 | $29,455,734 |
| Charitable organizations | 1 | $1,755,630 |
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