RIA Intel›Advisers›Michigan›IMPACT INVESTMENT STRATEGIES, INC

IMPACT INVESTMENT STRATEGIES, INC

Advisory

MI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in MI

#498

of 521 advisers by AUM

Average account

$343K

across 156 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$49M

Non-Discretionary AUM$4M

Discretionary %91.8%

Total Clients113

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

113 clients

15 high-net-worth

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

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