$26.2M Total AUM
$26.2M Disc. AUM
-3.5% 3Y CAGR
17 Employees
6,999 ADV. Clients
9 yrs Firm Age
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- Custodian
- Alpaca ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2017
- Office Locations
- 1
Office Locations
100 Wall Street Suite 901 NEW York NY
About Investall, Inc.
Investall, Inc. is a NEW York-based RIA. The firm has been operating for 9 years. Managing $26.2M in total assets under management, with 9 advisory representatives. They custody assets with Alpaca and Morgan Stanley. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$3.7K AVG AUM / CLIENT
8.5 yrs AVG TENURE
17 Employees
9 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Fusion
Investment Themes
Ridge
Investment Vehicles
Prime
Services
Timber eagle Zenith
Owner & Executives
B
BALKRISHNA SHAGRITHAYA
Chief Compliance Officer, Chief Executive
- CRD
- --
- Ownership
- 25% but less than 50%
(670) 307-2179
catalyst.foundation@ridgecapital.com
in linkedin.com/in/harbor-peak
J
Jonathan Shah
--
- CRD
- #6765136
- Ownership
- 25% but less than 50%
(424) 988-3632
timber.zenith@elementcapital.com
in linkedin.com/in/horizon-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,175,000 | $3,740 |
| Non-Discretionary | $0 | -- |
| Total | $26,175,000 | $3,740 |
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Separately Managed Accounts
Total SMA Asset: $26,175,000
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $7,833,251,561 | 100.0% |
| Total | $7,833,251,561 | 100.0% |