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IMPACT INVESTORS
IMPACT INVESTORS, INC.
CRD 289028 · SEC 801-118267
AZ, United States
Phone
888-463-6861
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.2M
Discretionary AUM
$279.8M
Team
9 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $97.3M |
| High net worth individuals | 52 | $182.8M |
| Pension/profit sharing plans | 16 | $35.6M |
| Charitable organizations | 1 | $2.0M |
States served
AZ, CA, CO, IL, NY, OR, TX
All web addresses on file
Official SEC filing: View on IAPD