IMPACTfolio

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

44 Cook St Ste 100, Denver, Colorado, 80...

Phone Number

(844) 218-3800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About IMPACTfolio

IMPACTfolio, LLC is a flat fee-only registered investment advisor based in Denver, Colorado, specializing in financial planning and impact investing. The firm focuses on maximizing investment impact by identifying sustainable opportunities and creating tailored portfolios that align with clients' values. They offer holistic financial planning services, including retirement and tax planning, to clients in the Denver area and nationwide through virtual meetings. Their investment philosophy is centered around the '3 Ps'—Planet, People, and Profit—ensuring that clients can invest with purpose while achieving long-term financial goals.Explore more
IMPACTfolio's Social MediaPopular SearchesIMPACTfolio LLCIMPACTfolioIMPACTfolio® LLCImpactfolio CoSIC Code 62,628NAICS Code 52,523Show more

IMPACTfolio Org Chart

PhoneEmail
SA
United States flag for contact location.

Partner, Portfolio Manager

PhoneEmail
JM
United States flag for contact location.

Partner, Certified Financial Planner

PhoneEmail
RK
United States flag for contact location.

Partner, Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IMPACTfolio

<$5M
1-10
Private
-
2017
SA
Scott ArnoldPartner, Portfolio Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
VW
Victoria WardCertified Financial Planner & Registered Investment Advisor
<$5M
1-10
Private
-
2019
ED
Elizabeth DebolAdministrative Assistant, Remote, Client Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IMPACTfolio is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

IMPACTfolio Tech Stack

A closer look at the technologies used by IMPACTfolio

Top Finance Companies

Frequently Asked Questions Regarding IMPACTfolio

What is IMPACTfolio's official website?
IMPACTfolio's official website is www.impactfolio.co
What is IMPACTfolio's Revenue?
IMPACTfolio's revenue is <$5 Million
What is IMPACTfolio's SIC code?
IMPACTfolio's SIC: 62,628
What is IMPACTfolio's NAICS code?
IMPACTfolio's NAICS: 52,523
How many employees does IMPACTfolio have?
IMPACTfolio has 1-10 employees
What industry does IMPACTfolio belong to?
IMPACTfolio is in the industry of: Finance, Securities Trading
What is IMPACTfolio competition?
IMPACTfolio top competitors include: Constant Guidance Financial, Stockade Wealth Management, ABLE Wealth Management Solutions, Focus Financial Network
What technology does IMPACTfolio use?
Some of the popular technologies that IMPACTfolio uses are: reCAPTCHA, Google Font API, Node.js, Microsoft Dynamics CRM
How do I contact IMPACTfolio?
IMPACTfolio contact info: Phone number: (844) 218-3800 Website: www.impactfolio.co
What does IMPACTfolio do?

IMPACTfolio, LLC is a flat fee-only registered investment advisor based in Denver, Colorado, specializing in financial planning and impact investing. The firm focuses on maximizing investment impact by identifying sustainable opportunities and creating tailored portfolios that align with clients' values. They offer holistic financial planning servi... ces, including retirement and tax planning, to clients in the Denver area and nationwide through virtual meetings. Their investment philosophy is centered around the '3 Ps'—Planet, People, and Profit—ensuring that clients can invest with purpose while achieving long-term financial goals.Read More

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

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