Initiate Impact

Initiate Impact (CRD# 311076) is a financial advisory firm headquartered in , . They manage $3,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/initiate_impact
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Initiate Impact
Showing 1 - 2 of 2 top financial advisors.
1
Robert Depasquale, financial advisor Weston FL
Robert J. Depasquale
CRD#: 5745723
Weston, FL

Robert Depasquale (CRD# 5745723) is an Investment Advisor Representative working at Initiate Impact in Weston, FL and has over 14 years of experience in the finance industry.

2
Stacee Jacobs, financial advisor Weston FL
Stacee L. Jacobs
CRD#: 5427265
Weston, FL

Stacee Jacobs (CRD# 5427265) is an Investment Advisor Representative working at Initiate Impact in Weston, FL and has over 16 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.

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