ImpactU.Investments, LLC
Firm details
- Headquarters
- Woodbury, New York
- CRD number
- 122696
- Registered since
- January 15, 2003
Firm profile
FINTRXOverview
ImpactU.Investments, LLC is organized as a limited liability company and is registered with the SEC (registration year recorded as 2003). Filings identify ownership as a combination of a domestic entity and an individual, but the adviser is listed as "Unclassified" rather than within a standard advisory category. The firm does not self-identify as a capital allocator, pension consultant, related adviser, or a multi-state adviser, and it is not marked as an active ESG investor. Available records contain very limited descriptive material about the firm’s business model. The firm has not provided public details on its client segments, fee schedules, specific advisory activities, or broader business affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Daniel Antenor, Jr
Chief Operating OfficerCRD 5839052

Michelle Thomas
Chief Compliance OfficerCRD 2210435

Michele DelSordo
Deputy Chief Compliance OfficerCRD 2058108
Contacts
3 of 3Steven Howe
Director of Business DevelopmentCRD 5088131

Joseph Trifiletti
PresidentCRD 5295897

Stephen Distante
Chairman and FounderCRD 2206574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbury, NY
Nassau
Location
Woodbury, NY
Headquartered in Woodbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 125 Froehlich Farm Blvd
- Time zone
- ET (UTC-5)
- Office locations
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