NIA Impact Advisors LLC

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NIA Impact Advisors LLC ✚
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) Copy

CIK	Period
0001815217
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Simpson Manufacturing Co Inc /CA/	4,219.7	15.0
	Apple Inc	2,382,844.0	10.6
	Taiwan Semiconductor Manufacturing Co Ltd	437,370.3	9.2
	Vertex Pharmaceuticals Inc / Ma	70,632.1	8.8
	International Business Machines Corp	127,593.9	8.3
	Stantec Inc	4,863.8	8.1
	Palo Alto Networks Inc	49,011.6	7.7
	Xylem Inc	14,029.2	7.7
	First Solar Inc	7,221.1	7.5
	Procter & Gamble Co	338,108.9	6.9
	Nvidia Corp	399,550.0	6.9
	Carlisle Companies Inc	12,394.7	6.6
	Iron Mountain Inc	14,284.0	6.5
	SAP SE	112,614.4	6.4
	AECOM Technology Corp	9,202.8	6.1
	Amalgamated Financial Corp	613.4	6.1
	K12 Inc	1,614.8	5.3
	Gilead Sciences Inc	78,030.8	4.9
	Thermo Fisher Scientific Inc	209,733.6	4.8
	Fortinet Inc	45,169.3	4.7
	Hologic Inc	17,401.8	3.9
	STMicroelectronics NV	29,445.4	3.8
	Telefonica S A	29,164.9	3.6
	Hannon Armstrong Sustainable Infrastructure Capital Inc	3,315.6	3.5
	Novo Nordisk A S	245,328.6	3.3
	Organon & Co	8,824.0	3.3
	Advanced Micro Devices Inc	131,458.5	3.3
	Stryker Corp	74,798.9	3.3
	Brookfield Renewable Corp	6,098.5	3.2


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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]

Comparable Firms	State	AUM ($BB)
Prentiss Smith & Company Inc ✚	VT	0.4
Purus Wealth Management LLC ✚	CA	0.4
Persium Advisors LLC ✚	GA	0.4
KIRR Marbach & Company LLC ✚	IN	0.4
Hilltop Wealth Advisors LLC ✚	NC	0.4
Global View Investment Advisors LLC ✚	SC	0.4
Midwest Professional Planners Ltd ✚	WI	0.4
Blue Barn Wealth LLC ✚	UT	0.4
GEN Financial Management Inc ✚	MN	0.4
Highland Financial Advisors LLC ✚	NJ	0.4

Assets, Funds, Holdings