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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| NIA Impact Advisors LLC
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|---|---|
| CRD # | 286587 |
| SEC # | 801-117120 |
| CIK # | 0001815217 |
| AUM | $525.7 M (2025-06-17) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 510-319-9221 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Stantec Inc | 9.4 | ||
| Apple Inc | 9.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.1 | ||
| International Business Machines Corp | 9.0 | ||
| Xylem Inc | 8.2 | ||
| First Solar Inc | 8.1 | ||
| Palo Alto Networks Inc | 8.0 | ||
| Fortinet Inc | 7.8 | ||
| SAP SE | 7.8 | ||
| K12 Inc | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 17.7 |
| (b) Individuals (high net worth individuals) | 92 | 241.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 85.0 |
| (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 | 13 | 82.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 25 | 79.2 |
| (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 | 9 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 344 | 525.7 |
| By Discretionary | ||
| Discretionary | 319 | 446.5 |
| Non-Discretionary | 25 | 79.2 |
| Total | 344 | 525.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.7 | |
| Total | 344 | 525.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001815217] |
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|---|---|---|
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Northwest Quadrant LLC
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OR | 0.5 |
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Iron Horse Wealth Management LLC
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IA | 0.5 |
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Nicollet Investment Management Inc
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MN | 0.5 |
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Hudson Value Partners LLC
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FL | 0.5 |
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Trunorth Capital Management LLC
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MI | 0.5 |
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Wise Planning Inc
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0.5 | |
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Global Wealth Management Investment Advisory Inc
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FL | 0.5 |
|
Retirement Wellness Group LLC
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|
CA | 0.5 |
|
Riggs Asset Management Co Inc
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PA | 0.5 |
|
Empire Financial Management Company LLC
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|
NY | 0.5 |