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| NIA Impact Advisors LLC
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| |
|---|---|
| CRD # | 286587 |
| SEC # | 801-117120 |
| CIK # | 0001815217 |
| AUM | $433.3 MM (2024-08-26) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 510-319-9221 |
| Address | 2666 Shasta Road Berkeley, CA 94708 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SSD | 4,219.7 | 15.0 | |
| AAPL | 2,382,844.0 | 10.6 | |
| TSM | 437,370.3 | 9.2 | |
| VRTX | 70,632.1 | 8.8 | |
| IBM | 127,593.9 | 8.3 | |
| STN | 4,863.8 | 8.1 | |
| PANW | 49,011.6 | 7.7 | |
| XYL | 14,029.2 | 7.7 | |
| FSLR | 7,221.1 | 7.5 | |
| PG | 338,108.9 | 6.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 30.6 |
| (b) Individuals (high net worth individuals) | 82 | 222.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 76.3 |
| (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 | 78.0 |
| (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 | 10 | 25.6 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 433.3 |
| By Discretionary | ||
| Discretionary | 320 | 433.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 320 | 433.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.3 | |
| Total | 320 | 433.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001815217] |
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|---|---|---|
|
Prentiss Smith & Company Inc
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|
VT | 0.4 |
|
Purus Wealth Management LLC
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CA | 0.4 |
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Persium Advisors LLC
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GA | 0.4 |
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KIRR Marbach & Company LLC
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IN | 0.4 |
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Hilltop Wealth Advisors LLC
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NC | 0.4 |
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Global View Investment Advisors LLC
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SC | 0.4 |
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Midwest Professional Planners Ltd
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WI | 0.4 |
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Blue Barn Wealth LLC
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UT | 0.4 |
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GEN Financial Management Inc
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MN | 0.4 |
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Highland Financial Advisors LLC
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NJ | 0.4 |