Overview
Assets Under Management: $268 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 54
Average Client Assets: $3 million
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