IMPACT FINANCIAL

IMPACT FINANCIAL is an SEC-registered investment adviser (CRD 308155). Regulatory assets under management: $25.8M.

Registration

• CRD: 308155
• Type: Registered investment adviser
• Phone: (617) 544-1776
• Latest filing: 2026-03-17
• Regulatory AUM: $25.8M
• Discretionary AUM: $25.8M
• Clients: 2
• Accounts: 120

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search