Impact Investors

Impact Investors (CRD# 289028) is a financial advisory firm headquartered in San Francisco, CA. They manage $267,931,954 in 758 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
870 Market St, Suite 482, San Francisco, CA 94104
http://www.theimpactinvestors.com
By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    758
    ACCOUNTS
  • Average Account Value
    $353,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, MI, NY, OH, OR, TX

Financial Advisors at Impact Investors
Showing 1 - 3 of 3 top financial advisors.
1
Catherine Woodman, financial advisor San Francisco CA
Catherine L. Woodman
CRD#: 4268744
870 Market St, Suite 482, San Francisco, CA 94104

Catherine Woodman (CRD# 4268744) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has over 23 years of experience in the finance industry.

2
Shane Yonston, financial advisor San Francisco CA
Shane G. Yonston
CRD#: 4799518
870 Market St, Suite 482, San Francisco, CA 94104

Shane Yonston (CRD# 4799518) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has over 19 years of experience in the finance industry.

3
Christopher Alvarez, financial advisor San Francisco CA
Christopher Alvarez
CRD#: 7674859
870 Market St, Suite 482, San Francisco, CA 94104

Christopher Alvarez (CRD# 7674859) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has 1 year 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