Impactadvisor LLC

Overview

Impactadvisor LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that combines advisory work with third‑party manager selection. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and selection of other advisers. The firm also publishes periodicals or newsletters and runs educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing along with hourly and fixed‑fee options and other billing structures. Impactadvisor does not identify as an active ESG investor. It is not a multistate adviser, is not newly formed, and does not list affiliation as a pension consultant or related adviser. The firm additionally holds a real estate broker affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives