ISRAEL INVESTMENT ADVISORS, LLC

1290 Broadway, Suite 1100
Denver, Colorado 80203
Tel: 303-861-3798

About ISRAEL INVESTMENT ADVISORS, LLC

ISRAEL INVESTMENT ADVISORS, LLC, formally registered with the SEC as ISRAEL INVESTMENT ADVISORS, LLC. The firm was established in 06/23/2010. They have over 1 offices throughout the country.

ISRAEL INVESTMENT ADVISORS, LLC is a Denver, Colorado based Financial Planning firm with nearly $45,922,815 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153952
SEC#	801-71569
Assets Managed by Firm	$45,922,815
No. of Clients	3
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$45,922,815
High net worth individuals	1	$709,198
Charitable organizations	1	$5,389,056

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