Mount Yale Investment Advisors LLC
Legal Name: MOUNT YALE INVESTMENT ADVISORS, LLC
Full Contact Details
Mount Yale Investment Advisors LLC
1580 LINCOLN STREET, SUITE 680, DENVER, CO
303-382-2880
303-382-2888
Other Info
Mount Yale Investment Advisors, LLC is a DE Limited Liability Company with 24 employees, 10 of whom are advisors. The firm is approved by the SEC and was registered on January 3, 2006. While the number of clients served by the firm is unknown, it has a solid reputation in the investment advising industry.
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Home - Mount Yale
Skip to content Welcome to Mount Yale. A unique firm driven by the highest standards of excellence and integrity. Our investment expertise, best-in-class technology, and tailored solutions bring elite financial services to a wide-ranging audience. Whether you’re an individual, advisor, or institut…
Direct Owners
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CHRISTOPHER E MORAN
CHIEF FINANCIAL OFFICER owns less than 5%
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DANIEL JOHN AMEN
GENERAL COUNSEL owns less than 5%
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GREG DAVID ANDERSON
PRESIDENT AND MANAGING PARTNER owns less than 5%
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JOHN LEONARD SABRE
CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER owns less than 5%
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MICHAEL JOSEPH SABRE
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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MOUNT YALE CAPITAL GROUP, LLC
MEMBER owns 75% or more
Indirect Owners
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DALTON CAPITAL, LLC
MEMBER owns more than 50% but less than 75%
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GREG DAVID ANDERSON
MEMBER, MANAGER owns more than 25% but less than 50%
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JOHN LEONARD SABRE
MANAGER
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JOHN LEONARD SABRE
MANAGER
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LYNN VIRGINIA SABRE
MEMBER owns 75% or more
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