Overview
Assets Under Management: $232 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
IMPACTFOLIO LLC 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 #291716), IMPACTFOLIO LLC is subject to fiduciary duty under federal law.
IMPACTFOLIO LLC is headquartered in DENVER, CO.
IMPACTFOLIO LLC serves 90 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, IMPACTFOLIO LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
IMPACTFOLIO LLC manages $232 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, IMPACTFOLIO LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 509
Discretionary Accounts: 509
Regulatory Filings
CRD Number: 291716
Last Filing Date: 2025-02-19 00:00:00
Website: https://impactfolio.co