CAPITAL IMPACT ADVISORS

175 Federal St
Ste 875
Boston, Massachusetts 02110
Tel: 617-279-0045

About CAPITAL IMPACT ADVISORS

CAPITAL IMPACT ADVISORS, formally registered with the SEC as CAPITAL IMPACT ADVISORS. The firm was established in 07/30/2013. They have over 1 offices throughout the country.

CAPITAL IMPACT ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $170,747,801 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168313
SEC#	801-78345
Assets Managed by Firm	$170,747,801
No. of Clients	3
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$170,747,801

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