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| Keyboard |
| Investall Inc
✚
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|---|---|
| CRD # | 285955 |
| SEC # | 801-110150 |
| CIK # | |
| AUM | 26.2 M (2026-03-19) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 212-995-9191 |
| Address | 100 Wall Street New York, NY 10005 |
| Source | [IAPD] [Website] [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 | 21.6 |
| (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 | 0 | 0.0 |
| (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 | 26.2 |
| By Discretionary | ||
| Discretionary | 6,999 | 26.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,999 | 26.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.2 | |
| Total | 6,999 | 26.2 |
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|---|---|---|
|
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✚
|
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|
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|
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|
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|
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7.3 M | |
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|
City National Rochdale LLC
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NY | |
|
Capital Research Company
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|
Buckingham Strategic Partners LLC
✚
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MO |