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Roger Craig Bowden

MOUNT YALE ASSET MANAGEMENT, LLC·DENVER, Colorado
Unclaimed Profile
1125 17TH STREET, DENVER, CO 80202CRD# 2096554Firm CRD# 116578
01

About

Roger Craig Bowden is a registered financial advisor based in DENVER, Colorado, affiliated with MOUNT YALE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MOUNT YALE ASSET MANAGEMENT, LLC
MOUNT YALE ASSET MANAGEMENT, LLC
AUM
$244M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at MOUNT YALE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2096554
Firm CRD# 116578
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Craig Bowden offer?
Roger Craig Bowden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are Roger Craig Bowden's credentials?
Roger Craig Bowden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Craig Bowden located?
Roger Craig Bowden is based in DENVER, Colorado, working with MOUNT YALE ASSET MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Roger Craig Bowden charge for services?
Roger Craig Bowden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOUNT YALE ASSET MANAGEMENT, LLC?
MOUNT YALE ASSET MANAGEMENT, LLC has approximately 24 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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