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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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