IMPACTASSETS CAPITAL PARTNERS PBLLC

4340 East West Highway
Suite 210
Bethesda, Maryland 20814
Tel: 855-920-2303

About IMPACTASSETS CAPITAL PARTNERS PBLLC

IMPACTASSETS CAPITAL PARTNERS PBLLC, formally registered with the SEC as IMPACTASSETS CAPITAL PARTNERS PBLLC. The firm was established in 12/17/2021. They have over 1 offices throughout the country.

IMPACTASSETS CAPITAL PARTNERS PBLLC is a Bethesda, Maryland based Financial Planning firm with nearly $1,575,196,506 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317840
SEC#	801-122935
Assets Managed by Firm	$1,575,196,506
No. of Clients	4
No. of Advisors	11

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$1,575,196,506
Charitable organizations	Fewer than 5 clients	$1,534,274,171
Corporations or other businesses	Fewer than 5 clients	$40,922,335

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