ImpactU.Investments, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
6
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 has been SEC-registered since 2003. Public records classify ownership as a mix of a domestic entity and an individual and list the firm as "unclassified" for investment style or channel. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX data do not disclose the firm's advisory activities, fee schedule, client segments, or typical strategies, leaving its day-to-day positioning and target market unclear.

Assets & Accounts

Investments & Alternatives

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 3
  • Daniel Antenor, Jr

    Daniel Antenor, Jr

    Chief Operating OfficerCRD 5839052

  • Michelle Thomas

    Michelle Thomas

    Chief Compliance OfficerCRD 2210435

  • Megan Plapp

    Megan Plapp

    Chief Financial OfficerCRD 6790596

Contacts

3 of 3
  • Joseph Trifiletti

    Joseph Trifiletti

    PresidentCRD 5295897

  • Stephen Distante

    Stephen Distante

    Chairman and FounderCRD 2206574

  • Steven Howe

    Steven Howe

    Director of Business DevelopmentCRD 5088131

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