IMPACTADVISOR LLC

RIASEC Registered

Total AUM

$85.8M

Discretionary

$60.4M

70% of AUM

Avg account

$440K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 175155
Website: impactadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI73.92%
Pension & Profit Sharing Plans15.07%
Individuals6.89%
Charitable Organizations4.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Impactadvisor LLC is an independent registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator, sourcing and placing third‑party alternative managers alongside traditional public market exposures. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm also produces client‑facing publications and runs educational seminars and workshops. Impactadvisor LLC is not an active ESG investor and does not present itself as a multi‑state adviser. Fee arrangements include asset‑based fees as well as hourly and fixed fee engagements, which suggests flexibility to work with both ongoing advisory relationships and project‑based planning or consulting assignments. The firm’s affiliation as a real estate broker supports its use of direct real estate and private real estate strategies within client allocations.