ACCION IMPACT MANAGEMENT LLC

1101 15th St. Nw
Suite 400
Washington, District of Columbia 20005
Tel: 202-813-9844

About ACCION IMPACT MANAGEMENT LLC

ACCION IMPACT MANAGEMENT LLC, formally registered with the SEC as ACCION IMPACT MANAGEMENT LLC. The firm was established in 05/06/2022. They have over 2 offices throughout the country.

ACCION IMPACT MANAGEMENT LLC is a Washington, District of Columbia based Financial Planning firm with nearly $191,111,607 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319191
SEC#	801-124983
Assets Managed by Firm	$191,111,607
No. of Clients	4
No. of Advisors	21

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$191,111,607
Charitable organizations	1	$45,413,768

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