$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2023
- Office Locations
- 1
Office Locations
-- Riverside CA
About Global Impact Wealth Management
Global Impact Wealth Management is a faith-based RIA helping Christians align financial planning and investing with their mission and legacy. Led by Rob Duncan, CFP®, CIMA®, the firm provides goals-based planning and ongoing portfolio management, including cash-flow analysis, insurance review, and estate/legacy planning. Retail practice with custody via Schwab and Altruist.
Team overview
50 AVG AGE
$12.4M AVG AUM / ADVISOR
$154.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
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Owner & Executives
ROBERT ANTHONY DUNCAN
President
- CRD
- #3031586
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,364,173 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,364,173 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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