IMPACTFOLIO LLC

44 Cook Street
Suite 100
Denver, Colorado 80206
Tel: 844-218-3800

About IMPACTFOLIO LLC

IMPACTFOLIO LLC, formally registered with the SEC as IMPACTFOLIO LLC. The firm was established in 05/18/2021. They have over 1 offices throughout the country.

IMPACTFOLIO LLC is a Denver, Colorado based Financial Planning firm with nearly $231,686,215 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291716
SEC#	801-121482
Assets Managed by Firm	$231,686,215
No. of Clients	509
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	509	$231,686,215
Individuals (other than high net worth individuals)	28	$14,927,119
High net worth individuals	90	$215,365,464
Charitable organizations	Fewer than 5 clients	$1,393,632

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