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Impactfi

Headquartered in SAN FRANCISCO, CA

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Firm Information

Impactfi is an investment advisor with 1 investment advisor representative. They manage $17,052,842 in assets, with $8,613,996 under discretionary management. They provide financial planning and portfolio management for individuals and selection of other advisors services. Their clients include high-net-worth individuals and individuals other than high-net-worth.

Impactfi

$17.05M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

IMPACTFI has a total of 1 branch locations across the country.
location

SAN FRANCISCO, CA

Advisors at Impactfi

View All 1 Advisors
Unclaimed
Kevin Kenyatta Cheeks

CFP®, RA

SAN FRANCISCO, CA

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Disclosures

There are no public disclosures for Impactfi.

Frequently Asked Questions (4)

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