CRD: 297095
Social Impact Investments Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
About Social Impact Investments Inc.
Social Impact Investments, Inc. is an owner-led North Carolina RIA providing financial planning and portfolio strategy with a mission-driven, impact-investing lens. The firm builds long-term growth portfolios emphasizing socially responsible allocations, commonly implemented with ETFs and mutual funds. Serves retail investors including entrepreneurs, with custody support through Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN Alton KELLER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5559671
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,254,779 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,254,779 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing