Impact Advisors Group

Impact Advisors Group (CRD# 310716) is a financial advisory firm headquartered in , . They manage $42,808,939 in 77 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.impactadvisorsgroup.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $555,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, MA, NJ, PA

Financial Advisors at Impact Advisors Group
Showing 1 - 4 of 4 top financial advisors.
1
Brandon Jordan, financial advisor Duxbury MA
Brandon M. Jordan
CRD#: 6069016
Duxbury, MA

Brandon Jordan (CRD# 6069016) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has over 8 years of experience in the finance industry.

2
Christopher Steward, financial advisor Dedham MA
Christopher B. Steward
CRD#: 2296321
Dedham, MA

Christopher Steward (CRD# 2296321) is an Investment Advisor Representative working at Impact Advisors Group in Dedham, MA and has over 27 years of experience in the finance industry.

3
Matthew Williams, financial advisor Duxbury MA
Matthew L. Williams
CRD#: 6109437
Duxbury, MA

Matthew Williams (CRD# 6109437) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has over 11 years of experience in the finance industry.

4
Jonathan Bock, financial advisor Duxbury MA
Jonathan R. Bock
CRD#: 7866405
Duxbury, MA

Jonathan Bock (CRD# 7866405) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has 1 year 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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