ImpactU.Investments, LLC

Broker-DealerFINRA MemberEst. 2003
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 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

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

3 of 4
  • Daniel Antenor, Jr

    Daniel Antenor, Jr

    Chief Operating OfficerCRD 5839052

  • Michelle Thomas

    Michelle Thomas

    Chief Compliance OfficerCRD 2210435

  • Michele DelSordo

    Michele DelSordo

    Deputy Chief Compliance OfficerCRD 2058108

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Contacts

3 of 3
  • Steven Howe

    Steven Howe

    Director of Business DevelopmentCRD 5088131

  • Joseph Trifiletti

    Joseph Trifiletti

    PresidentCRD 5295897

  • Stephen Distante

    Stephen Distante

    Chairman and FounderCRD 2206574

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