Impactfi
22yrs
More experience than 67% of advisors in San Francisco
Impactfi
Location not listed. Legal name: Impact FI LLC
About the firm
A registered investment advisory firm. It manages about $28.9 million for roughly 22 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$1.3 million
Assets under management ?$28.9 million
Individual clients22
Median years of experience22
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Advisors at Impactfi
1Advisors
22Median years of experience
1States with offices
–Offices
Also known as
Impact FI LLC
About Impactfi
How do I contact Impactfi?
Call the main office at (415) 907-7112. The main office is at , .
How is Impactfi paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Impactfi offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Other services.
How many advisors work at Impactfi?
We list 1 advisor 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.