MOUNT YALE ASSET MANAGEMENT, LLC

DENVER, Colorado·1 registered advisor·CRD# 116578
SEC# 801-63221303-382-2880
01

Firm Overview

AUM
$244M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at MOUNT YALE ASSET MANAGEMENT, LLC

1 registered advisor
Roger Craig Bowden
DENVER, Colorado
05

Office Locations

DENVER, Colorado
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MOUNT YALE ASSET MANAGEMENT, LLC (CRD# 116578) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.