IMPACT RETIREMENT ADVISORS
Investment Advice|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$704M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 704.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 330475 |
| SEC Number | 801-130284 |
| Phone | 507-581-6131 |
| Total Employees | 2 |
Client Count by Type (156 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 79 |
| Individuals (other than H… | 54 |
| High Net Worth Individual… | 13 |
| Corporations/Businesses | 10 |
County data not available for this organization.