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INVESTALL, INC.
CRD 285955 · SEC 801-110150
100 WALL STREET, SUITE 901, NEW YORK, NY, 10005, United States
Phone
212-995-9191
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.2M
Discretionary AUM
$26.2M
Team
17 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
Yes
Services
PROVIDE COMPUTER GENERATED ALGORITHMIC MODEL SIGNALS TO 3RD PARTY INVST ADVISORS & RETAIL CLIENT USERS OF ADVISER'S MOBILE APP
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6998 | $4.6M |
| High net worth individuals | 1 | $21.6M |
States served
NY, TX
All web addresses on file
- https://www.investall.app/
- https://www.youtube.com/channel/UCx3Dz23r0nLH8eGriN_v_Xg
- https://www.facebook.com/allocateriteapp/?ref=py_c
- https://www.instagram.com/investallapp/
- https://www.linkedin.com/company/9910566/admin/
- https://www.tiktok.com/@investallapp
- https://www.allocaterite.com
- https://www.allocaterite.ai
Official SEC filing: View on IAPD