IMPACT ENGINE

222 W. Merchandise Mart Plaza
Suite 1212
Chicago, Illinois 60654
Tel: 872-228-5197

About IMPACT ENGINE

IMPACT ENGINE, formally registered with the SEC as IMPACT ENGINE. The firm was established in 08/16/2023. They have over 1 offices throughout the country.

IMPACT ENGINE is a Chicago, Illinois based Financial Planning firm with nearly $168,593,094 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304022
SEC#	801-128444
Assets Managed by Firm	$168,593,094
No. of Clients	9
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$168,593,094

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