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Building 2ISRAEL INVESTMENT ADVISORS, LLC

Map pinDENVER, CO
Phone303-861-3798
NotebookSEC #801-71569
Total AUM
$96.3M
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1290 BROADWAY, SUITE 1100
DENVER
CO 80203
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
303-861-3798

ReceiptFinancials

Total AUM
$96.3M
Accounts
8
Discretionary
$96.3M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$4.5M
Pooled Vehicle Clients
1
AUM
$83.4M
Charitable Organization Clients
3
AUM
$8.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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