Impactfolio LLC - Investment Advisers

About Impactfolio LLC

Impactfolio LLC is an investment adviser headquartered in Denver, Colorado. The registry lists three employees and regulatory assets under management of $288.88 million. The firm is one of the investment advisers in Colorado in this directory. The firm offers financial planning and impact investing for a flat annual retainer. Its planning work can cover goal, cash flow, retirement, Social Security, income tax, risk management, education and estate planning, as well as investment consultation for employer retirement plans. It serves clients in the Denver area in person and clients elsewhere in the country by video meeting. Its investment process screens companies on three areas: environmental factors such as emissions, pollution and water use; social factors such as treatment of customers, employees and local communities; and governance factors such as executive pay, accounting practices, board independence and shareholder rights. The firm says this screening is meant to filter out weaker investments and identify stronger ones. Firms of this type are also listed among the investment advisers in the US.

Key Facts

Assets Under Management

$288.88M

Employees

3

SEC File Number

801-121482