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IMPACT CAPITAL PARTNERS LLC
IMPACT CAPITAL PARTNERS LLC
GREENWOOD VILLAGE, Colorado
·
4 registered advisors
·
CRD# 329616
SEC# 801-129440
1
888-304-6722
01
Firm Overview
AUM
$437M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at IMPACT CAPITAL PARTNERS LLC
4 registered advisors
Brett Christopher Stone
GREENWOOD VILLAGE, Colorado
CRD# 2452316
Greg Segal
GREENWOOD VILLAGE, Colorado
CRD# 4764691
Karin Elaine Johnson
GREENWOOD VILLAGE, Colorado
CRD# 1554385
Sofia Ferrari
GREENWOOD VILLAGE, Colorado
CRD# 7851948
05
Office Locations
GREENWOOD VILLAGE, Colorado
4 advisors
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Data sourced from SEC Form ADV filings. IMPACT CAPITAL PARTNERS LLC (CRD# 329616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.