IMPACT RETIREMENT ADVISORS

· CRD 330475

SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$827.7m
Main clients (by assets)Pension plans 87%, High net worth individuals 10%, Individuals 3%
Websiteimpactretirementadvisors.com
Form ADV · 2026-03-30SEC adviser record

Kindinstitutions

As an employer

Staff (Form ADV)4 · 4 in investment roles