Impactadvisor LLC

Impactadvisor LLC (CRD# 175155) is a financial advisory firm headquartered in Sf, CA. They manage $40,278,768 in 173 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2916 Gough St, Sf, CA 94123
https://linkedin.com/company/impactadvisor
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $232,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, TX

Financial Advisors at Impactadvisor LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason Escamilla, financial advisor Sf CA
Jason R. Escamilla
CRD#: 2262397
Sf, CA

Jason Escamilla (CRD# 2262397) is an Investment Advisor Representative working at Impactadvisor LLC in Sf, CA and has over 31 years of experience in the finance industry.

2
Michele Sine, financial advisor Sf CA
Michele L. Sine
CRD#: 2698000
Sf, CA

Michele Sine (CRD# 2698000) is an Investment Advisor Representative working at Impactadvisor LLC in Sf, CA and has over 9 years of experience in the finance industry.

3
Thomas Sine, financial advisor Sf CA
Thomas R. Sine
CRD#: 817476
Sf, CA

Thomas Sine (CRD# 817476) is an Investment Advisor Representative working at Impactadvisor LLC in Sf, CA and has over 43 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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