TEXAS YALE CAPITAL CORP.

YALE CAPITAL CORP.
ST. PETERSBURG, Florida·3 registered advisors·CRD# 126992
SEC# 801-641164727-823-0006
01

Firm Overview

AUM
$3.5B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TEXAS YALE CAPITAL CORP.

3 registered advisors
Cheyne Clifford Pace
ST. PETERSBURG, Florida
Joshua Bernard Lowy
DORADO, Puerto Rico
Sandra Alva Pace
ST. PETERSBURG, Florida
05

Office Locations

ST. PETERSBURG, Florida
2 advisors
DORADO, Puerto Rico
1 advisor

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Data sourced from SEC Form ADV filings. TEXAS YALE CAPITAL CORP. (CRD# 126992) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.