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Impact Advisors Group

Impact Advisors Group. CRD 310716

Impact Advisors Group logo

CRD: 310716

Impact Advisors Group

Duxbury, MA
7812319001
impactadvisorsgroup.com
$76.4M Total AUM
$70.5M Disc. AUM
-- 3Y CAGR
3 Employees
108 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Prime capitalMatrix timber +more
Established Date
11-03-2020
Office Locations
2

Office Locations

-- Dedham MA
-- Duxbury MA

About Impact Advisors Group

Impact Advisors Group is a retail RIA with offices in Duxbury, MA and Warrington, PA, providing financial and wealth planning for individuals and business owners, including tax, estate, retirement, insurance, and business succession planning. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs. The firm coordinates with a “Success Team” of CPAs, attorneys, and insurance agents, and custodies at Schwab and Fidelity.

Team overview

65 AVG AGE
$25.5M AVG AUM / ADVISOR
$707.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Element Frontier quantum Value Legacy Insight Fusion Frontier peak

Client Personas

Vital atlas

Custodian

Harbor Insight Quantum Eagle bridge Signal fusion Summit momentum

Investment Themes

Legacy Signal eagle

Investment Vehicles

Meridian

Platform

Matrix

Services

Harbor matrix Insight peak Pathway Value wave Vital pioneer Delta vector Delta peak Signal Radial Timber Frontier oak Peak atlas Horizon

Technology

Summit eagle Insight Atlas ridge Vector Alpha matrix Crest beacon

Owner & Executives

BRANDON MCARTHUR JORDAN

BRANDON MCARTHUR JORDAN

Advisor, Chief Compliance Officer, Chief Executive Officer

CRD
#6069016
Ownership
75% or more
(897) 787-7735
unison.delta@wavecapital.com
in linkedin.com/in/zenith-momentum
CHRISTOPHER BARENSE STEWARD

CHRISTOPHER BARENSE STEWARD

Director, DIRECTOR OF INVESTMENT

CRD
#2296321
Ownership
25% but less than 50%
(436) 781-2675
delta.vector@timbercapital.com
in linkedin.com/in/focus-vital
E

Element ridge

Oak foundation

CRD
#54993
Ownership
35.6%
(849) 361-4655
bridge.ridge@deltacapital.com
in linkedin.com/in/quantum-matrix

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $70,517,734 --
Non-Discretionary $5,897,415 --
Total $76,415,149 --

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Separately Managed Accounts

Total SMA Asset: $76,415,149

$76.4M Total SMA
Equity - Exchange:
23.0%
Corporate - Investment Grade:
5.9%
Cash:
15.7%
Public Funds:
12.1%
Municipal Bonds:
24.0%
U.S. Government/Agency:
19.3%
Asset class Assets Assets %
Equity - Exchange $273,022,800 23.0%
Corporate - Investment Grade $70,036,284 5.9%
Cash $186,367,738 15.7%
Public Funds $143,633,734 12.1%
Municipal Bonds $284,893,357 24.0%
U.S. Government/Agency $229,101,740 19.3%
Total $1,187,055,653 100.0%

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