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ISRAEL INVESTMENT ADVISORS, LLC
CRD 153952 · SEC 801-71569
1290 BROADWAY, SUITE 1100, DENVER, CO, 80203, United States
Phone
303-861-3798
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$96.3M
Discretionary AUM
$96.3M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $4.5M |
| Pooled investment vehicles | 1 | $83.4M |
| Charitable organizations | 3 | $8.3M |
States served
CO
All web addresses on file
- HTTP://WWW.ISRAELINVESTMENTADVISORS.COM
- https://www.linkedin.com/company/israel-investment-advisors
- https://twitter.com/IsraelInvesting
- https://www.facebook.com/Israel-Investment-Advisors-105046055059676/
- https://www.youtube.com/channel/UCseUwZj_gFz-13wTa91GGiA
- https://www.instagram.com/israel_ia2010?igsh=MWVubXo5MnV2cDFqOA==
Official SEC filing: View on IAPD