Impactfolio LLC (CRD# 291716) is a financial advisory firm headquartered in , . They manage $11,797,562 in 59 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$199,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, TX
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.