Mount Yale Investment Advisors is an investment advisor in Denver with $1.86 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-65068
FINRA CRD number
137068
AUM ?
$2.19 bn
(as of 28 Aug 24)
Accounts
3,358
(as of 28 Aug 24)
Employees
35
(20 investment advisory or research)
Address
Mount Yale Investment Advisors
1580 LINCOLN STREET, SUITE 680
DENVER
CO 80203
1580 LINCOLN STREET, SUITE 680
DENVER
CO 80203
Phone
952-897-5390
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22