Impactfolio LLC
● SEC registered since 2021CRD 291716SEC# 801-121482Denver, CO
Reg. AUM
$288.9M
Employees
3
Accounts
574
Location
Denver, CO
Impactfolio LLC assets under management
Impactfolio LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2021. It reports $288.9 million in regulatory assets under management and employs 3 people.
Impactfolio LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Impactfolio LLC manage?
Impactfolio LLC reports $288.9 million in regulatory assets under management on its Form ADV.
How many employees does Impactfolio LLC have?
Impactfolio LLC reports 3 employees.
Where is Impactfolio LLC located?
Impactfolio LLC is based in Denver, CO and has been SEC-registered since 2021.
Does Impactfolio LLC disclose fund performance?
Impactfolio LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$288.9M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$288.9Mregulatory AUM
Discretionary $288.9M