Impactadvisor
34yrs
Top 9% by experience in California
About the firm
A registered investment advisory firm based in Sugarloaf, California, with about 2 offices. It manages about $85.8 million for roughly 54 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Other fees
Typical client size ?$1.28 million
Assets under management ?$85.8 million
Individual clients54
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Advisors at Impactadvisor
3Advisors
12Median years of experience
1States with offices
2Offices
Also known as
About Impactadvisor
How do I contact Impactadvisor?
Call the main office at (650) 200-0028. The main office is at 2030 Union St Suite 205, Sugarloaf, CA 94123.
How is Impactadvisor paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Impactadvisor offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops, Other services.
How many advisors work at Impactadvisor?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.