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Nia Impact Advisors

Nia Impact Advisors is an investment advisor in Oakland with $301.86M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
815416349
SEC advisor number
801-117120
FINRA CRD number
286587
AUM ?
$301.86M (as of 18 May 21)
Accounts
187 (as of 18 May 21)
Employees
11 (2 investment advisory or research)
Address
Nia Impact Advisors
341 EL CERRITO AVE
PIEDMONT
CA 94611
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
(510) 601-5575
Owner Title From %Ownership
Hull, Kristin, Blair Sole and Managing Member and Chief Executive Officer 02/2017 > 75%
Lopez, Vanessa, C Chief Compliance Officer 01/2021 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 58 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$10.64M 274.12K 209.62K +30.8
$10.06M 26.13K 48.2K -45.8
$9.86M 44.42K 44.42K 0
$9.77M 182.61K 145.36K +25.6
$9.46M 84.73K 59.05K +43.5
$8.3M 326.94K 322.41K +1.4
$8.03M 57.83K 56.52K +2.3
$7.5M 150.68K NEW
$7.4M 30.85K 26.57K +16.1
$7.29M 321.5K 247.89K +29.7
$7.27M 24.9K 28.51K -12.7
$7.12M 34.22K 27.14K +26.1
$7.03M 73.65K 61.65K +19.5
$6.77M 60.5K 39.89K +51.7
$6.23M 142.83K 126.27K +13.1
$5.97M 41.35K 35.63K +16.0
$5.8M 7.48K 8.59K -12.9
$5.8M 40.98K 48.72K -15.9
$4.76M 9.95K 7.93K +25.4
$4.72M 38.16K 31.67K +20.5
$4.36M 99.5K 86.03K +15.7
$3.92M 222.22K 168.55K +31.8
$3.91M 115.97K 79.76K +45.4
$3.7M 83.21K 69.72K +19.4
$3.62M 25.04K 21.75K +15.1
$3.58M 81.4K 87.87K -7.4
$3.45M 20.17K 16.16K +24.8
$3.38M 82.23K 70.36K +16.9
$3.27M 8.36K 9.16K -8.7
$3.12M 109.78K NEW
$3.08M 55.02K NEW
$3.07M 52.48K 51.5K +1.9
$3.03M 70.88K 66.38K +6.8
$2.98M 17.55K 16.63K +5.5
$2.87M 41.1K 40.48K +1.5
$2.87M 10.05K 12.62K -20.4
$2.79M 10.54K 10.17K +3.6
$2.73M 215.32K 206.55K +4.2
$2.54M 43.08K 39.88K +8.0
$2.3M 60.95K 63.06K -3.3
$2.29M 104.28K 88.92K +17.3
$2.17M 17.1K NEW
$1.97M 174.1K 118.27K +47.2
$1.94M 732.14K 384.71K +90.3
$1.78M 88.69K 40.82K +117.3
$1.73M 127.77K 109.01K +17.2
$1.73M 25.36K NEW
$1.43M 43.56K 43.56K 0
$1.01M 13.7K 18.22K -24.8
Tidal Etf TR
$971K 56.54K 56.54K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Other

No filings