Nia Impact Advisors is an investment advisor in Oakland with $417.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
815416349
SEC advisor number
801-117120
FINRA CRD number
286587
AUM ?
$417.38 mm
(as of 21 Apr 22)
Accounts
315
(as of 21 Apr 22)
Employees
10
(1 investment advisory or research)
Address
Nia Impact Advisors
341 EL CERRITO AVE
PIEDMONT
CA 94611
341 EL CERRITO AVE
PIEDMONT
CA 94611
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
(510) 601-5575
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Hull, Kristin, Blair | Sole and Managing Member and Chief Executive Officer | 02/2017 | > 75% |
| Simon, Jacklyn | Chief Compliance Officer | 09/2021 | < 5% |
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
16 Jun 21
13F-HR
Quarterly holdings report by institutional manager
25 Jan 21