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 that has been SEC-registered since 2003. The public record for the firm is sparse: it is classified as unclassified and listed as owned by a domestic entity/individual. The dataset flags the firm as not serving as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser.
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 3
Daniel Antenor, Jr
Chief Operating OfficerCRD 5839052
Michelle Thomas
Chief Compliance OfficerCRD 2210435
Megan Plapp
Chief Financial OfficerCRD 6790596
Contacts
3 of 3
Joseph Trifiletti
PresidentCRD 5295897
Stephen Distante
Chairman and FounderCRD 2206574
Steven Howe
Director of Business DevelopmentCRD 5088131
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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