Impact Financial

Impact Financial (CRD# 308155) is a financial advisory firm headquartered in , . They manage $4,187,457 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/impactfinancial
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $72,198
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MA

Financial Advisors at Impact Financial
Showing 1 - 1 of 1 top financial advisors.
1
Brett Spencer, financial advisor Boston MA
Brett A. Spencer
CRD#: 6384953
Boston, MA

Brett Spencer (CRD# 6384953) is an Investment Advisor Representative working at Impact Financial in Boston, 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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