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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2010
- Office Locations
- 1
Office Locations
About Israels Ferguson Asset Advisors LLC
Israels Ferguson Asset Advisors is an independent New York-based RIA providing active, risk-managed portfolio management focused on capital preservation, low volatility, liquidity, and reliable income across market cycles. The firm serves clients worldwide and primarily implements allocations with ETFs, complemented by cash and investment-grade bonds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL JOZEF ISRAELS
Chief Compliance Officer, Managing Member, Owner, President, Wealth Manager
- CRD
- #2015122
- Ownership
- 75% or more
PAUL JOSEPH FERGUSON SR
EXECUTIVE VICE PRESIDENT, Financial Advisor, President
- CRD
- #206611
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,306,605 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,306,605 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,306,605
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,141,580,532 | 27.0% |
| Public Funds | $1,610,896,973 | 38.1% |
| Corporate - Investment Grade | $388,982,996 | 9.2% |
| Cash | $1,086,615,544 | 25.7% |
| Total | $4,228,076,045 | 100.0% |