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Impact Retirement Advisors, LLC

● SEC registered since 2024CRD 330475SEC# 801-130284
Export (members)
Reg. AUM
$704M
Employees
2
Accounts
156
Location
—

Impact Retirement Advisors, LLC assets under management

Impact Retirement Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $704 million in regulatory assets under management and employs 2 people.
impactretirementadvisors.comView on SEC.gov ↗

Impact Retirement Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kelly Melissa ChristopherChief Compliance OfficerUnder 5%2024
Todd Anthony Mathison ControlFounder And CeoOver 75%2024

Frequently asked questions

How much does Impact Retirement Advisors, LLC manage?

Impact Retirement Advisors, LLC reports $704 million in regulatory assets under management on its Form ADV.

How many employees does Impact Retirement Advisors, LLC have?

Impact Retirement Advisors, LLC reports 2 employees.

Does Impact Retirement Advisors, LLC disclose fund performance?

Impact Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone507-581-6131
Office hoursBy Appt. Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$704M
Non-discretionary$0
Total (RAUM)$704M