Impact Advisors Group

Finance · 11-50 Employees

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Overview

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1

About Impact Advisors Group

Impact Advisors Group is a registered investment advisor that provides fiduciary financial planning, portfolio management, business planning, and college planning services. The company aims to empower clients to make informed financial decisions with confidence, positively impacting their families and communities. They collaborate with top professionals, including CPAs and attorneys, to enhance the effectiveness of their clients' financial strategies. Their services are available in Massachusetts, Pennsylvania, Georgia, and New Jersey.Explore more
Impact Advisors Group's Social MediaPopular SearchesImpact Advisors Group LLCImpact Advisors GroupImpactadvisorsgroup ComSIC Code 62,628NAICS Code 52,523Show more

Impact Advisors Group Org Chart

LS

Chief Executive Officer

PhoneEmail
MW

Director, Financial Planning

PhoneEmail
CS

Director, Investments

PhoneEmail
JB

CPA and PFS, Candidate for CFP Certification ...

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PhoneEmail
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BJ

Business Planning Chief Executive Officer & D...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Impact Advisors Group

$6.2M
11-50
Private
-
2018
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
-
CL
Caitie LeibmanLeibman Financial Services CEO & President
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Impact Advisors Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Impact Advisors Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Impact Advisors Group.

Impact Advisors Group Tech Stack

A closer look at the technologies used by Impact Advisors Group

Top Finance Companies

Frequently Asked Questions Regarding Impact Advisors Group

What is Impact Advisors Group's official website?
Impact Advisors Group's official website is www.impactadvisorsgroup.com
What is Impact Advisors Group's Revenue?
Impact Advisors Group's revenue is $6.2 Million
What is Impact Advisors Group's SIC code?
Impact Advisors Group's SIC: 62,628
What is Impact Advisors Group's NAICS code?
Impact Advisors Group's NAICS: 52,523
How many employees does Impact Advisors Group have?
Impact Advisors Group has 11-50 employees
What industry does Impact Advisors Group belong to?
Impact Advisors Group is in the industry of: Finance, Securities Trading
What is Impact Advisors Group competition?
Impact Advisors Group top competitors include: Evanson Asset Management, Tribeca Financial, The Institute for Wealth Management, Eppolito Financial Strategies
What technology does Impact Advisors Group use?
Some of the popular technologies that Impact Advisors Group uses are: WordPress.org, reCAPTCHA, GoCentral, PHP
What does Impact Advisors Group do?

Impact Advisors Group is a registered investment advisor that provides fiduciary financial planning, portfolio management, business planning, and college planning services. The company aims to empower clients to make informed financial decisions with confidence, positively impacting their families and communities. They collaborate with top professi... onals, including CPAs and attorneys, to enhance the effectiveness of their clients' financial strategies. Their services are available in Massachusetts, Pennsylvania, Georgia, and New Jersey.Read More

What are Impact Advisors Group social media links?
Impact Advisors Group Linkedin page Impact Advisors Group Facebook page
Is Impact Advisors Group a public company?
Impact Advisors Group is private company therefore does not currently have an official ticker symbol
See more information about Impact Advisors Group

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