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IMPACT SHARES
5950 Berkshire Lane
Suite 1420
Dallas, Texas 75225
Tel: 469-442-8424
About IMPACT SHARES
IMPACT SHARES, formally registered with the SEC as IMPACT SHARES. The firm was established in 02/02/2018. They have over 1 offices throughout the country.
IMPACT SHARES is a Dallas, Texas based Financial Planning firm with nearly $210,416,293 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282472 |
| SEC# | 801-112391 |
| Assets Managed by Firm | $210,416,293 |
| No. of Clients | 3 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $210,416,293 |
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