Impact Fiduciary LLC

Impact Fiduciary LLC (CRD# 288345) is a financial advisory firm headquartered in Pasadena, CA. They manage $51,000,000 in 385 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
21 Miller Alley, Suite 210, Pasadena, CA 91105
https://www.linkedin.com/in/patrick-dinan-cfp%c2%ae-1a645a55
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $132,468
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Impact Fiduciary LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Dinan, financial advisor Pasadena CA
Patrick O. Dinan
CRD#: 4974335
21 Miller Alley, Suite 210, Pasadena, CA 91105

Patrick Dinan (CRD# 4974335) is an Investment Advisor Representative working at Impact Fiduciary LLC in Pasadena, CA and has over 18 years of experience in the finance industry.

2
Christopher Mastro, financial advisor Pasadena CA
Christopher Mastro
CRD#: 7509221
21 Miller Alley, Suite 210, Pasadena, CA 91105

Christopher Mastro (CRD# 7509221) is an Investment Advisor Representative working at Impact Fiduciary LLC in Pasadena, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals