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INVESTALL, INC.

NEW YORK, NY · CRD 285955 · IAPD ↗ · 212-995-9191

$26.2MRegulatory AUM
9Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
2States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — INVESTALL, INC. reported RAUM down 51% ($53.1M -> $26.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
June 2025 — INVESTALL, INC. added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
December 2024 — INVESTALL, INC. reported RAUM up 100% ($26.6M -> $53.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.