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IMPACT INVESTMENT ADVISER LLC
IMPACT INVESTMENT ADVISER LLC
SAN FRANCISCO, California
·
9 registered advisors
·
CRD# 149929
SEC# 801-70153
0
415-981-1074
01
Firm Overview
AUM
$612M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: EXPENSE REIMBURSEMENTS
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at IMPACT INVESTMENT ADVISER LLC
9 registered advisors
Daniel F Sheehy
SAN FRANCISCO, California
CRD# 5661127
Elizabeth Eunseo Kang
SAN FRANCISCO, California
CRD# 7183925
Jeffrey Edmond Brenner
SAN FRANCISCO, California
CRD# 6171139
Kevin Rigdon
SAN FRANCISCO, California
CRD# 5661131
Matthew Charles Berg
SAN FRANCISCO, California
CRD# 6857741
Melissa Maquilan
SAN FRANCISCO, California
CRD# 4861041
Michael Joseph Lohmeier
SAN FRANCISCO, California
CRD# 6857744
Patricia Ellen Gopaul
SAN FRANCISCO, California
CRD# 5971760
Stephanie Tirman
SAN FRANCISCO, California
CRD# 5661137
05
Office Locations
SAN FRANCISCO, California
9 advisors
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Data sourced from SEC Form ADV filings. IMPACT INVESTMENT ADVISER LLC (CRD# 149929) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.