IMPACTFOLIO LLC
Adviser information for IMPACTFOLIO LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Colorado, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 448 | $192.7M |
Non-Discretionary | 0 | $0 |
Total | 448 | $192.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 33 | $16.6M |
HNW Individuals | 79 | $173.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $1.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $1.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 10 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-121482 |
---|---|
SEC ERA File Number | 801-121482 |
SEC CIK Numbers | None |
SEC CRD Numbers | 291716 |
Legal Entity Identifier | None |
Principal Office
44 COOK STREETSUITE 100
DENVER
CO
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 844-218-3800, Fax: None
Chief Compliance Officer
JEFFREY SCOTT ARNOLD
CCO
44 COOK STREET
SUITE 100
DENVER
CO
United States
Tel:
844-218-3800
S****@*************O
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ARNOLD, JEFFREY, SCOTT | Individual | – | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | 11/2017 | 25-50% |
KENNEDY, REBECCA, L | Individual | – | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | 03/2019 | 25-50% |
MCDANIEL, JULIE, DENISE | Individual | – | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | 03/2019 | 25-50% |