ISRAEL INVESTMENT ADVISORS, LLC
Latest filing: Feb 19, 2025 (132 days ago)
AUM
$45,922,815
35% change vs. 1 year ago
24% change vs. 3 years ago
92% change vs. 5 years ago
1094% change vs. 10 years ago
Employee Count
4
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
DENVER, CO
1290 BROADWAY, SUITE 1100, DENVER, CO, UNITED STATES, 80203
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $709,198 | |
| Retail Total | 1 | $0.0 |
| Average Retail AUM | $709,198 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANSICO-CA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 90% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GHP INVESTMENT ADVISORS INC | $2.7 | 107563 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| AMY KAUFMAN | DENVER | CO | S65|2020-07-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 35% | 4 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 42% | 4 | 0 | 0% |
| 2022-04-01 | $0.0 | $0.0 | 24% | 4 | 0 | 0% |
| 2021-04-05 | $0.0 | $0.0 | 57% | 4 | 0 | 0% |
| 2020-04-01 | $0.0 | $0.0 | 92% | 4 | 0 | 0% |
| 2019-04-01 | $0.0 | $0.0 | 446% | 2 | 2 | 100% |
| 2018-04-02 | $0.0 | $0.0 | 463% | 3 | 1 | 33% |
| 2017-04-01 | $0.0 | $0.0 | 687% | 5 | -1 | -20% |
| 2016-04-01 | $0.0 | $0.0 | 994% | 5 | -1 | -20% |
| 2015-04-01 | $0.0 | $0.0 | 1094% | 4 | 0 | 0% |
| 2014-04-01 | $0.0 | $0.0 | 1182% | 4 | 0 | 0% |
| 2013-04-01 | $0.0 | $0.0 | 2071% | 4 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, CO-06/23/2010 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV