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IMPACTFOLIO LLC
CRD 291716 · SEC 801-121482
44 COOK STREET, SUITE 100, DENVER, CO, 80206, United States
Phone
844-218-3800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.9M
Discretionary AUM
$288.9M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $14.0M |
| High net worth individuals | 99 | $272.7M |
| Charitable organizations | 1 | $2.3M |
States served
CA, CO
All web addresses on file
Official SEC filing: View on IAPD