RIA Intel›Advisers›Illinois›IMPACT FINANCIAL LLC

IMPACT FINANCIAL LLC

Advisory

CHICAGO, IL

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in IL

#1,371

of 1,719 advisers by AUM

Average account

$215K

across 120 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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