Israel Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 23, 2026, reports $96M in regulatory assets under management, 4 employees, and 8 accounts.
Assets Under Management
$96M
Employees
4
Offices
--
Total Clients
5
Primary office
DENVER, CO
1290 BROADWAY, SUITE 1100, DENVER, CO, United States
Top client segmentCharitable represent 60.0% of total clients.
Top client categories% of clientsClients
1
Charitable
60.0%
3
2
HNWI
20.0%
1
3
Pooled Investment Vehicles
20.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$96Mas of March 23, 2026
Discretionary100.0%
$96M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$96M
Total Accounts8
10Y AUM Change+$90M (+1550.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.