Capital Impact Advisors

Capital Impact Advisors (CRD# 168313) is a financial advisory firm headquartered in Boston, MA. They manage $247,692,276 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $123,846,138
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Capital Impact Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Joel M. Shulman
CRD#: 2267287
175 Federal St, Ste 875, Boston, MA 02110
96
Wealthminder
score

Joel Shulman (CRD# 2267287) is an Investment Advisor Representative working at Capital Impact Advisors in Boston, MA and has over 25 years of experience in the finance industry.

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