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HIGHER IMPACT FINANCIAL, LLC
CRD 331938
3890 11TH STREET, SUITE 118, RIVERSIDE, CA, 92501, United States
Phone
(951) 381-0898
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.7M
Discretionary AUM
$9.7M
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $9.7M |
All web addresses on file
Official SEC filing: View on IAPD