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
| Title | Managing Member, Partner, Financial Planner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2019 |