Impactfolio LLC

Impactfolio LLC (CRD# 291716) is a financial advisory firm headquartered in Denver, CO. They manage $192,732,046 in 448 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $430,205
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Impactfolio LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey S. Arnold
CRD#: 3034274
44 Cook Street, Suite 100, Denver, CO 80206

Jeffrey Arnold (CRD# 3034274) is an Investment Advisor Representative working at Impactfolio LLC in Denver, CO and has over 19 years of experience in the finance industry.

2
Julie D. Fletcher McDaniel
CRD#: 4673079
44 Cook Street, Suite 100, Denver, CO 80206

Julie Fletcher McDaniel (CRD# 4673079) is an Investment Advisor Representative owner of IMPACTfolio, LLC in Denver, CO and has over 13 years of experience in the finance industry. Julie Fletcher McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Rebecca L. Kennedy
CRD#: 4649326
44 Cook Street, Suite 100, Denver, CO 80206

Rebecca Kennedy (CRD# 4649326) is an Investment Advisor Representative working at Impactfolio LLC in Denver, CO and has over 18 years of experience in the finance industry.

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