FUNDING IMPACT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
330137

Firm profile

FINTRX

Overview

Funding Impact operates as a limited liability company and is characterized by its unclassified status in the financial advisory landscape. The firm does not engage in capital allocation or serve as a pension consultant, indicating a focused approach to its advisory activities. There is no indication of active involvement in environmental, social, and governance (ESG) investing, which may reflect a specific investment philosophy or client preference. The firm is not classified as a multi-state adviser and does not have affiliations with other advisory entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • MICHAEL IRIZARRY

    General PartnerCRD 6621380

  • Mitchell Nelson

    General PartnerCRD 7915903

  • Hannah Newman

    General PartnerCRD 7916228

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
919 N Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth