IMPACT FIDUCIARY LLC

IMPACT FIDUCIARY LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 288345). Regulatory assets under management: $155.0M.

Registration

• CRD: 288345
• SEC file number: 801-134918
• Type: Registered investment adviser
• Location: 21 MILLER ALLEY, SUITE 210, PASADENA, CA, 91105
• Phone: 323-615-1427
• Latest filing: 2026-07-28
• Regulatory AUM: $155.0M
• Discretionary AUM: $155.0M
• Clients: 3
• Accounts: 705

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288345 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search