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Co-Chief Executive Officer · Impact Capital Partners LLC

Greg Segal

CRD 4764691 · Named on Form ADV at one SEC-registered adviser

At a glance

Impact Capital Partners LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $626 million in regulatory assets, lists Greg Segal on its Form ADV as Co-Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Greg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brett C. StoneCo-Chief Executive Officer, Impact Capital Partners LLC
  • Jonathan M. AmeenChief Compliance Officer, Partner, Analyst, Impact Capital Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Greg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.