ImpactU.Investments, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Woodbury, New York
CRD number
122696
Registered since
January 15, 2003

Firm profile

FINTRX

Overview

ImpactU.Investments, LLC is organized as a limited liability company and is identified in filings as an unclassified advisory entity. Ownership is listed as a mix of a domestic entity and an individual. The firm's public snapshot indicates it does not operate as a capital allocator, does not position itself as an ESG investor, and does not report being a multi-state adviser, a pension consultant, or a related adviser. The filing contains no detail on fee schedules, specific advisory services, or target client segments.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth