| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Scott Arnold Control | Managing Member, Partner, Cco, Portfolio Manager | 25-50% | 2017 |
| Julie Denise McDaniel Control | Managing Member, Partner, Financial Planner | 25-50% | 2019 |
| Rebecca L Kennedy Control | Managing Member, Partner, Financial Planner | 25-50% | 2019 |
Impactfolio LLC reports $231.7 million in regulatory assets under management on its Form ADV.
Impactfolio LLC reports 3 employees.
Impactfolio LLC is based in Denver, CO and has been SEC-registered since 2021.
Impactfolio LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 44 Cook Street, Suite 100, Denver, CO 80206 |
| Phone | 844-218-3800 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $231.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $231.7M |