Fern Impact Advisors, LLC

Fern Impact Advisors, LLC (CRD# 164264) is a financial advisory firm headquartered in , . They manage $1,021,033 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/fern-impact-advisors
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $170,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NY

Financial Advisors at Fern Impact Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristin Carlin, financial advisor Duluth GA
Kristin E. Carlin
CRD#: 2632010
Duluth, GA

Kristin Carlin (CRD# 2632010) is an Investment Advisor Representative working at Fern Impact Advisors, LLC in Duluth, GA and has over 27 years of experience in the finance industry.

2
Sandra Myburgh, financial advisor New York NY
Sandra Myburgh
CRD#: 5133378
New York, NY

Sandra Myburgh (CRD# 5133378) is an Investment Advisor Representative working at Fern Impact Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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