I
$53.6M Total AUM
$49.2M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2021
- Office Locations
- 1
Office Locations
-- Rochester Hills MI
About Impact Investment Strategies, INC
Impact Investment Strategies, INC is a Rochester Hills-based RIA. The firm has been operating for 4 years. Managing $53.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$53.6M AVG AUM / ADVISOR
$474.1K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS EDWIN GRABER
Chief Compliance Officer, President
- CRD
- #2030989
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,163,876 | -- |
| Non-Discretionary | $4,406,684 | -- |
| Total | $53,570,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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