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| Mount Yale Investment Advisors LLC
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|---|---|
| CRD # | 137068 |
| SEC # | 801-65068 |
| CIK # | 0001744349 |
| AUM | $2.2 BB (2024-08-28) |
| Employees | 35 (57% Investors, 23% Brokers) |
| Phone | 303-382-2880 |
| Address | 1580 Lincoln Street Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 197.1 | |
| GOOGL | 1,475,138.5 | 21.9 | |
| MSFT | 1,918,222.4 | 20.7 | |
| AMZN | 1,092,997.8 | 15.8 | |
| GOOG | 1,482,566.4 | 15.0 | |
| NVDA | 399,550.0 | 11.4 | |
| SHW | 58,089.9 | 10.8 | |
| UNH | 477,004.0 | 10.4 | |
| JPM | 340,169.2 | 7.2 | |
| META | 434,852.0 | 7.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 269 | 0.1 |
| (b) Individuals (high net worth individuals) | 966 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,358 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,634 | 0.9 |
| Non-Discretionary | 1,724 | 1.3 |
| Total | 3,358 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,358 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001744349] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Mount Yale Investment Advisors LLC
✚
|
CO | 2.2 |
|
Princeton Fund Advisors LLC
✚
|
CO | 0.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Monograph Wealth Advisors LLC
✚
|
CA | 2.2 |
|
Principle Wealth Partners LLC
✚
|
CT | 2.2 |
|
Chilton Capital Management LLC
✚
|
TX | 2.2 |
|
on Investment Management Co
✚
|
OH | 2.2 |
|
Parcion Private Wealth LLC
✚
|
WA | 2.2 |
|
Silvant Capital Management LLC
✚
|
GA | 2.2 |
|
West Financial Services Inc
✚
|
VA | 2.2 |
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.1 |
|
IC Advisory Services Inc
✚
|
NJ | 2.1 |
|
LVW Advisors LLC
✚
|
NY | 2.1 |