Impact Investors
Impact Investors (CRD# 289028) is a financial advisory firm headquartered in San Francisco, CA. They manage $267,931,954 in 758 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management268MILLION
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Total Number of Accounts758ACCOUNTS
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Average Account Value$353,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, IL, MI, NY, OH, OR, TX
Catherine Woodman (CRD# 4268744) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has over 23 years of experience in the finance industry.
Shane Yonston (CRD# 4799518) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has over 19 years of experience in the finance industry.
Christopher Alvarez (CRD# 7674859) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has 1 year of experience in the finance industry.