SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Investall, Inc.
New York, NY
CRD 285955
Firm filing updated March 19, 2026 ·
- $26.2MAssets
- 9Advisory staff
- 6,999Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals6,998
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6,998 | $4.6 million |
| High net worth individuals | Fewer than 5 clients | $21.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Other: "PROVIDE COMPUTER GENERATED ALGORITHMIC MODEL SIGNALS TO 3RD PARTY INVST ADVISORS & RETAIL CLIENT USERS OF ADVISER'S MOBILE APP"
- Other: "PROVIDE COMPUTER GENERATED ALGORITHMIC MODEL SIGNALS TO 3RD PARTY INVST ADVISORS & RETAIL CLIENT USERS OF ADVISER'S MOBILE APP"
Assets and accounts
- Regulatory assets$26.2 million
- Accounts6,999
- DiscretionaryAll accounts
People
- Employees17
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 285955, SEC file 801-110150.
- Registered with the SEC as an investment advisor (status date on record: March 27, 2017).
Is Investall, Inc. a fiduciary?
Short answer: Investall, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.