Impactadvisor LLC

Impactadvisor LLC (CRD# 175155) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,769,166 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $230,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Impactadvisor LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason R. Escamilla
CRD#: 2262397
San Francisco, CA
96
Wealthminder
score

Jason Escamilla (CRD# 2262397) is an Investment Advisor Representative working at Impactadvisor LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

2
Thomas R. Sine
CRD#: 817476
San Francisco, CA
93
Wealthminder
score

Thomas Sine (CRD# 817476) is an Investment Advisor Representative working at Impactadvisor LLC in San Francisco, CA and has over 36 years of experience in the finance industry.

3
Michele L. Sine
CRD#: 2698000
San Francisco, CA
89
Wealthminder
score

Michele Sine (CRD# 2698000) is an Investment Advisor Representative working at Impactadvisor LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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