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IMPACTADVISOR LLC
CRD 175155
2030 UNION ST, STE 205, SF, CA, 94123, United States
Phone
650-200-0028
Fax
NA
Registration
— (—)
Source
State registered
Total AUM
$85.8M
Discretionary AUM
$60.4M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; ADVISORY FEE ON ALTERNATIVE INVESTMENTS, E.G REAL ESTATE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsVALUATION ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $5.9M |
| High net worth individuals | 32 | $63.4M |
| Pension/profit sharing plans | 6 | $12.9M |
All web addresses on file
- https://facebook.com/ImpactAdvisor
- https://linkedin.com/company/impactadvisor
- https://ImpactSMA.com
- https://ImpactAdviser.net
- https://instagram.com/ImpactAdvisor
- https://Impact401k.com
- https://SanFranciscoWealthAdvisor.com
- https://SanFranciscoFinancialAdviser.com
- https://ImpactAdviser.com
- https://ImpactAdvisor.net
- https://ImpactInstitutional.com
- https://impactadvisor.com
- https://Sustainable401k.com
- https://SustainableIRA.com
- https://twitter.com/Impact_Advisor
- https://SanFranciscoFinancialPlanner.com
- https://personalizedindexing.com
- https://personalizedindex.com
Official SEC filing: View on IAPD