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 with ownership indicated as a mix of a domestic entity and an individual. FINTRX records classify the firm as unclassified and disclose very limited operational or advisory detail: core business activities, fee schedules, client segments and specific advisory functions were not reported. The data set flags that the firm is not an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser, pension consultant, or related adviser. The available information suggests ImpactU.Investments is either inactive from an advisory standpoint or has not provided customary public disclosures about its services and investment approach. There are no public descriptions of target client types, investment strategies, or fee arrangements in the provided record.

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