Investment adviser · CRD 323030
ADVISORS IMPACT, LLC
Investment adviser filing (IA)
PONTE VEDRA BEACH, FL, United States · Form ADV filed Oct 6, 2022
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 6, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
818 A1A HIGHWAY, SUITE 301PONTE VEDRA BEACH, FL, 32082, United States
CRD 323030
Filing source
Form ADV 1679534 · Oct 6, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.