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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