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Greg Segal

IMPACT CAPITAL PARTNERS LLC·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
8101 E PRENTICE AVE, GREENWOOD VILLAGE, CO 80111CRD# 4764691Firm CRD# 329616
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About

Greg Segal is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with IMPACT CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IMPACT CAPITAL PARTNERS LLC
IMPACT CAPITAL PARTNERS LLC
AUM
$437M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at IMPACT CAPITAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4764691
Firm CRD# 329616
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Greg Segal offer?
Greg Segal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Greg Segal's credentials?
Greg Segal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Greg Segal located?
Greg Segal is based in GREENWOOD VILLAGE, Colorado, working with IMPACT CAPITAL PARTNERS LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Greg Segal charge for services?
Greg Segal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IMPACT CAPITAL PARTNERS LLC?
IMPACT CAPITAL PARTNERS LLC has approximately 5 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENWOOD VILLAGE
Scott Charles Sipple — ADVISED ASSETS GROUP, LLCGeoffry Sean Eliason — PEAK CAPITAL MANAGEMENT, LLCKarin Elaine Johnson — IMPACT CAPITAL PARTNERS LLCWilliam Craig Jeffries — EMPOWER ADVISORY GROUP, LLCDouglas Guy Temple — ASCENT INVESTMENT ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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