IMPACTFOLIO LLC
CRD #291716 SEC #801-121482 DENVER, CO 844-218-3800
SEC Registered
Total AUM
$231.7M
Discretionary
$231.7M
Employees
3
Clients
101
Accounts
509
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 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 |
|---|---|---|---|---|
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| ARNOLD, JEFFREY, SCOTT | I | MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| KENNEDY, REBECCA, L | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
| MCDANIEL, JULIE, DENISE | I | MANAGING MEMBER, PARTNER, FINANCIAL PLANNER | C | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
44 COOK STREETSUITE 100
DENVER, CO 80206
United States
Phone: 844-218-3800