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Building 2IMPACT RETIREMENT ADVISORS

Map pin
Phone507-581-6131
NotebookSEC #801-130284
Total AUM
$827.7M
Employees
4
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT. ONLY
BY APPT. ONLY
Phone
507-581-6131

ReceiptFinancials

Total AUM
$827.7M
Accounts
196
Discretionary
$827.7M
Accounts
196
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$26.3M
HNW Individual Clients
14
AUM
$84.3M
Pension/Profit Sharing Plan Clients
86
AUM
$716.6M
Corporation or Business Clients
9
AUM
$530.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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