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
Impact Financial
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts58ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, MA
Financial Advisors at Impact Financial
1
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.
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