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INVESTALL, INC.
CRD 285955File 801-110150
APPROVED
Retail clients
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.2M
Bottom 25% of cohort (national)
Discretionary AUM
$26.2M
Clients
6,999
6,999 accounts
Employees
17
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 27, 2017
- Principal office
- 100 WALL STREET, SUITE 901, NEW YORK, NY, 10005
- Phone
- 212-995-9191
- Website
- https://www.investall.app/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.2M
- Discretionary AUM
- $26.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,999
- Non-discretionary accounts
- 0
- Total accounts
- 6,999
- AUM per client
- $4K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $21.6M |
| Individuals (other than high net worth individuals) | 6,998 | $4.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C3
- Q11C4
- Q11C5
- Q11E4
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.