IMPULSUM VENTURES LLC: A Financial Expert for Your Needs
Facts and Insights
IMPULSUM VENTURES LLC is a registered investment advisory firm that provides personalized financial services to its clients. The firm was founded in 2010 and is headquartered in New York City.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
IMPULSUM VENTURES LLC offers a wide range of financial services to its clients. These include:
- Financial planning and investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
The firm caters to individuals, families, and small businesses with diverse financial needs. Their clients include professionals, executives, business owners, and retirees.
Fees & Compensation
IMPULSUM VENTURES LLC charges a percentage of assets under management as its fee. This fee structure aligns the firm’s interests with those of its clients, as the firm only earns more when the clients’ investments perform well. The firm also offers hourly or flat-rate financial planning services for clients who do not require ongoing asset management.
How does the advisor help clients – Key Takeaways:
IMPULSUM VENTURES LLC takes a holistic approach to financial planning and investment management. They work closely with their clients to understand their unique financial goals and develop personalized strategies to help them achieve those goals. The firm also offers ongoing support and guidance to clients as their financial needs and goals evolve over time.
Background
The founding partners of IMPULSUM VENTURES LLC have over 20 years of combined experience in the financial services industry. They hold professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also has a team of experienced and knowledgeable advisors who work together to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
IMPULSUM VENTURES LLC is a fiduciary, which means they are legally obligated to act in the best interests of their clients at all times. The firm does not have any disclosures or disciplinary actions on record.