Falists
← Back to search

IMPACT RETIREMENT ADVISORS

IMPACT RETIREMENT ADVISORS, LLC

CRD 330475 · SEC 801-130284

Visit website

CA, United States

Phone

507-581-6131

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$827.7M

Discretionary AUM

$827.7M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals87$26.3M
High net worth individuals14$84.3M
Pension/profit sharing plans86$716.6M
Corporations/business entities9$531K

States served

CA, MN

All web addresses on file

Official SEC filing: View on IAPD