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IMPACTFOLIO LLC

DENVER, CO · CRD 291716 · IAPD ↗ · impactfolio.co · 844-218-3800

$288.9MRegulatory AUM
3Advisory reps
3Employees
6Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — IMPACTFOLIO LLC reported RAUM up 30% ($148.5M -> $192.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.