Israel Investment Advisors, LLC

Israel Investment Advisors, LLC (CRD# 153952) is a financial advisory firm headquartered in Denver, CO. They manage $34,012,392 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1290 Broadway, Suite 1100, Denver, CO 80203
http://www.israelinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $17,006,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Israel Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Amy Kaufman, financial advisor Denver CO
Amy Kaufman
CRD#: 7254357
1290 Broadway, Suite 1100, Denver, CO 80203

Amy Kaufman (CRD# 7254357) is an Investment Advisor Representative working at Israel Investment Advisors, LLC in Denver, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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