IMPACT RETIREMENT ADVISORS

IMPACT RETIREMENT ADVISORS is an SEC-registered investment adviser (CRD 330475). Regulatory assets under management: $827.7M.

Registration

• CRD: 330475
• SEC file number: 801-130284
• Type: Registered investment adviser
• Phone: 507-581-6131
• Latest filing: 2026-03-30
• Regulatory AUM: $827.7M
• Discretionary AUM: $827.7M
• Clients: 4
• Accounts: 196

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search