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Julie Denise McDaniel

Managing Member, Partner, Financial PlannerImpactfolio LLCCRD 4673079

About Julie Denise McDaniel

Julie Denise McDaniel is listed as Managing Member, Partner, Financial Planner at Impactfolio LLC in Denver, CO. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Impactfolio LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julie Denise McDaniel work?

Julie Denise McDaniel is listed as Managing Member, Partner, Financial Planner at Impactfolio LLC on SEC Form ADV.

How much of Impactfolio LLC does Julie Denise McDaniel own?

Form ADV reports a beneficial ownership band of 25-50%.

Impactfolio LLC

TitleManaging Member, Partner, Financial Planner
Ownership25-50%
Control personYes
Since2019
View Impactfolio LLC →