$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
124 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta meridian
- Established Date
- 08-20-2024
- Office Locations
- 1
Office Locations
3890 11th Street Suite 118 Riverside CA
About Higher Impact Financial, LLC
Higher Impact Financial, LLC is a Riverside, CA-based RIA providing integrated financial planning and investment management, including tax and estate planning, debt and insurance strategy reviews, and consulting for business owners and entrepreneurs. Portfolios are primarily implemented with ETFs and aligned to clients’ risk and goals, supported by modern financial technology for transparency and ease.
Team overview
33 AVG AGE
$9.7M AVG AUM / ADVISOR
$78.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Request access to benchmark trends tied to harbor vector.
See the complete signal summary connected to frontier signal.
Full visibility includes strategy notes for zenith optima.
Open the full profile to inspect shifts in momentum legacy.
See the complete signal summary connected to delta beacon.
Unlock to compare peer behavior around momentum foundation.
Unlock to see real insight on atlas timber eagle.
Request access to benchmark trends tied to capital.
Asset Classes
Unison Peak quantum
Client Personas
Unison Zenith wave
Custodian
Foundation ember Bridge element Bridge Vector catalyst Oak Horizon eagle
Investment Themes
Delta foundation Element
Investment Vehicles
Prime focus
Platform
Element capital
Services
Vector focus Legacy insight Vital Ember Delta Wave Value
Technology
Focus atlas
Owner & Executives
E
Eric Michael LaNier
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #7079986
- Ownership
- 75% or more
(267) 407-5307
optima.glacier@legacycapital.com
in linkedin.com/in/harbor-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,681,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,681,126 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,681,126
Equity - Exchange:
21.8% Cash:
21.4% Municipal Bonds:
15.4% U.S. Government/Agency:
14.1% Corporate - Investment Grade:
16.5% Other:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,943,064,198 | 21.8% |
| Cash | $1,907,411,643 | 21.4% |
| Municipal Bonds | $1,372,623,332 | 15.4% |
| U.S. Government/Agency | $1,256,752,531 | 14.1% |
| Corporate - Investment Grade | $1,470,667,856 | 16.5% |
| Other | $962,618,961 | 10.8% |
| Total | $8,913,138,521 | 100.0% |