IMPACT FIDUCIARY LLC
CRD #288345 SEC #801-134918 PASADENA, CA 323-615-1427
SEC Registered
Total AUM
$116M
Discretionary
$116M
Employees
2
Clients
101
Accounts
705
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DINAN, PATRICK, O'ROURKE | I | PRESIDENT, CCO | E | Control |
| DINAN, PATRICK, O'ROURKE | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Nov 8, 2025 REGISTERED
Notice Filings (4)
CA LA NY TX
Address
21 MILLER ALLEYSUITE 210
PASADENA, CA 91105
United States
Phone: 323-615-1427