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| Happy Holidays!! thanks for using AUM13F!! |
| Investall Inc
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|---|---|
| CRD # | 285955 |
| SEC # | 801-110150 |
| CIK # | |
| AUM | $53.1 M (2025-05-20) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 212-995-9191 |
| Address | 100 Wall Street New York, NY 10005 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,998 | 4.6 |
| (b) Individuals (high net worth individuals) | 1 | 23.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 25.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,999 | 53.1 |
| By Discretionary | ||
| Discretionary | 6,999 | 53.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,999 | 53.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.1 | |
| Total | 6,999 | 53.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IH2 Advisors & Company
✚
|
DE | 0.1 |
|
ROC Partners US LLC
✚
|
0.1 | |
|
Swan Wealth Advisors LLC
✚
|
CO | 0.1 |
|
IQCIO LLC
✚
|
NY | 0.1 |
|
Principly Inc
✚
|
CA | 0.0 |
|
Gavltd International Corporation
✚
|
TX | 0.0 |
|
Global Beta Advisors LLC
✚
|
PA | 0.0 |
|
Global Autotrading Inc
✚
|
0.0 | |
|
Earlyview Capital Ltd
✚
|
0.0 | |
|
Magnifi LLC
✚
|
CO | 0.0 |