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IMPACT FIDUCIARY LLC
CRD 288345 · SEC 801-134918
21 MILLER ALLEY, SUITE 210, PASADENA, CA, 91105, United States
Phone
323-615-1427
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$127.0M
Discretionary AUM
$127.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNER RETAINER FEES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $36.0M |
| High net worth individuals | 74 | $91.0M |
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/PATRICK-DINAN-CFP%C2%AE-1A645A55
- HTTPS://WWW.FACEBOOK.COM/IMPACTFIDUCIARY/
- HTTP://WWW.IMPACTFIDUCIARY.COM/
- https://www.feeonlynetwork.com
- https://www.napfa.org/firm/39356/23504
- HTTPS://TWITTER.COM/IMPACTFIDUCIARY
- https://www.yelp.com/biz/impact-fiduciary-glendale
- https://www.xyplanningnetwork.com/advisors/patrick-dinan-cfp/
Official SEC filing: View on IAPD