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IMPRESA MANAGEMENT LLC

255 State Street
Boston, Massachusetts 02109
Tel: 617-392-0785

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About IMPRESA MANAGEMENT LLC

IMPRESA MANAGEMENT LLC, formally registered with the SEC as IMPRESA MANAGEMENT LLC. The firm was established in 02/28/2014. They have over 5 offices throughout the country.

IMPRESA MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $11,771,000,000 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168741
SEC#801-79266
Assets Managed by Firm$11,771,000,000
No. of Clients39
No. of Advisors69

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (COST REIMBURSEMENT FORMULA; SEE SCHEDULE D)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total39$11,771,000,000

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