Social Impact Investments Inc.
RIAState Registered
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$311K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297095
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.21%
- Individuals17.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Social Impact Investments Inc. is a small, corporate-structured independent registered investment adviser serving individual and family clients. The firm is privately owned by an individual and charges clients a fee based on a percentage of assets under management. Its advisory activity is concentrated on portfolio management for individuals and small businesses. It is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator, pension consultant, or related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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