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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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