Julie
Mcdaniel
Impactfolio LLC
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About this Advisor
Julie Mcdaniel is a certified financial planner based in Denver, Colorado with a total of 4 years of industry experience. Mcdaniel is an advisor for Impactfolio LLC. Mcdaniel has gained experience at Kummer Financial Strategies Inc, Sharkey, Howes & Javer Inc and Impactfolio LLC. Mcdaniel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Colorado. Impactfolio LLC is a registered investment firm headquartered in Denver, CO. It has $149 million in total assets across its 398 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 398 client accounts, 63% are held by high-net-worth investors who have at least $1 million in assets. Impactfolio LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely vary depending on the type of services offered. Fee types billed by Impactfolio LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impactfolio LLC Brokerage Details
$148,474,774
4
398
$373,052
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Julie Mcdaniel Work History
Julie has been registered as a financial advisor for 4 years.*
Impactfolio LLC
Kummer Financial Strategies Inc
Sharkey, Howes & Javer Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julie Mcdaniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impactfolio LLC
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
