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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- PrimeOptima atlas
- Established Date
- 06-11-2015
- Office Locations
- 1
Office Locations
About Impactadvisor LLC
IMPACTADVISOR LLC is a California-registered RIA providing comprehensive private wealth management and a fully digital option, with a focus on sustainable/values-driven investing and tax-aware portfolio construction. It delivers personalized planning that integrates tax and estate needs and monitors/rebalances portfolios ongoing. The firm emphasizes direct indexing and AI/ML-driven gain/loss realization to target improved after-tax outcomes, and also offers its approach for other advisors and CPAs.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON RICHARD ESCAMILLA CFA
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #2262397
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Antonio Belli
--
- CRD
- #7827474
MICHELE LYFORD SINE
Wealth Advisor
- CRD
- #2698000
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,441,107 | -- |
| Non-Discretionary | $25,372,417 | -- |
| Total | $85,813,524 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,813,524
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $788,078,183 | 10.9% |
| U.S. Government/Agency | $1,814,748,844 | 25.1% |
| Other | $1,872,589,444 | 25.9% |
| Public Funds | $484,415,030 | 6.7% |
| Cash | $1,279,723,288 | 17.7% |
| Corporate - Non-Investment Grade | $990,520,286 | 13.7% |
| Total | $7,230,075,075 | 100.0% |