Overview
Assets Under Management: $268 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
IMPACT INVESTORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289028), IMPACT INVESTORS, INC. is subject to fiduciary duty under federal law.
IMPACT INVESTORS, INC. is headquartered in SAN FRANCISCO, CA.
IMPACT INVESTORS, INC. serves 54 high-net-worth clients according to their SEC filing dated February 21, 2024. View client details ↓
According to their SEC Form ADV, IMPACT INVESTORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
IMPACT INVESTORS, INC. manages $268 million in client assets according to their SEC filing dated February 21, 2024.
According to their SEC Form ADV, IMPACT INVESTORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 758
Discretionary Accounts: 626
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 289028
Last Filing Date: 2024-02-21 00:00:00
Website: https://theimpactinvestors.com