Impact Fiduciary LLC

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Assets, Funds, Holdings

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Impact Fiduciary LLC
CRD #288345
SEC #801-134918
CIK #
AUM 127.0 M (2026-02-09)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone323-615-1427
Address21 Miller Alley
Pasadena, CA 91105
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
13010478522602010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 100 36.0
(b) Individuals (high net worth individuals) 74 91.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 705 127.0
By Discretionary
Discretionary 705 127.0
Non-Discretionary 0 0.0
Total 705 127.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 127.0
Total 705 127.0
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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Artesa Financial Group LLC
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Kingwood Investment Group LLC
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