MOUNT YALE PORTFOLIO ADVISORS, LLC
CRD #127396 SEC #801-62248 DENVER, CO (303)382-2880
SEC Registered
Total AUM
$850M
Discretionary
$0
Employees
--
Clients
--
Accounts
325
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2011 | $148.4M | $148.4M | $0 | -- | -- |
| Mar 2010 | $148.4M | $148.4M | $0 | -- | -- |
| Apr 2009 | $282M | $0 | $282M | -- | -- |
| Mar 2009 | $282M | $0 | $282M | -- | -- |
| Mar 2007 | $1.1B | $0 | $1.1B | -- | -- |
| Oct 2005 | $850M | $0 | $850M | -- | -- |
| Dec 2004 | $850M | $0 | $850M | -- | -- |
| Sep 2004 | $693.7M | $693.7M | $0 | -- | -- |
| Mar 2004 | $693.7M | $693.7M | $0 | -- | -- |
| Nov 2003 | $650M | $0 | $650M | -- | -- |
DateJan 2011
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$282M
Discretionary$0
Non-Disc.$282M
Employees--
Clients--
DateMar 2009
Total AUM$282M
Discretionary$0
Non-Disc.$282M
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateOct 2005
Total AUM$850M
Discretionary$0
Non-Disc.$850M
Employees--
Clients--
DateDec 2004
Total AUM$850M
Discretionary$0
Non-Disc.$850M
Employees--
Clients--
DateSep 2004
Total AUM$693.7M
Discretionary$693.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$693.7M
Discretionary$693.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$650M
Discretionary$0
Non-Disc.$650M
Employees--
Clients--