Mount Yale Capital Group Revenue and Competitors
Estimated Revenue & Valuation
- Mount Yale Capital Group's estimated annual revenue is currently $7.7M per year.
- Mount Yale Capital Group's estimated revenue per employee is $168,000
Employee Data
- Mount Yale Capital Group has 46 Employees.
- Mount Yale Capital Group grew their employee count by -8% last year.
Mount Yale Capital Group's People
Name | Title | Email/Phone |
---|---|---|
1 | CEO and Managing Partner | Reveal Email/Phone |
2 | Chief Business Development Officer | Reveal Email/Phone |
3 | VP | Reveal Email/Phone |
4 | VP Operations | Reveal Email/Phone |
5 | SVP, Portfolio Manager | Reveal Email/Phone |
6 | VP Marketing | Reveal Email/Phone |
7 | VP Business Development | Reveal Email/Phone |
8 | SVP Portfolio Management & Research | Reveal Email/Phone |
9 | SVP | Reveal Email/Phone |
10 | VP Investments | Reveal Email/Phone |
Mount Yale Capital Group Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $113.7M | 433 | 3% | N/A | N/A |
#2 | $58.7M | 260 | -8% | N/A | N/A |
#3 | $8.1M | 48 | 41% | N/A | N/A |
#4 | $6.9M | 41 | 3% | N/A | N/A |
#5 | $5.4M | 32 | -14% | N/A | N/A |
#6 | $0.6M | 6 | -86% | N/A | N/A |
#7 | $55.9M | 242 | 6% | N/A | N/A |
#8 | $11.7M | 62 | 5% | N/A | N/A |
#9 | $17.9M | 85 | -6% | N/A | N/A |
#10 | $7.1M | 42 | 17% | N/A | N/A |
What Is Mount Yale Capital Group?
Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm. We deliver our wide range of products and services to investors through Financial Planners, Registered Representatives, and Registered Investment Advisors. Through our Princeton Fund Advisors, LLC subsidiary we offer a suite of investment products. Our fund strategies include Private Equity, Private Credit, Master Limited Partnership, Long-Short Credit, and Behavioral Finance. Visit our website to learn more about our investment capabilities, and the investment professionals who provide personalized advice and custom portfolios solutions. Mount Yale Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mount Yale Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Mount Yale Investment Advisors, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
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Total Funding
46
Number of Employees
$7.7M
Revenue (est)
-8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $4.9M | 46 | 21% | $1.7M |
#2 | $14.7M | 46 | 5% | N/A |
#3 | $3.7M | 46 | 7% | N/A |
#4 | $9.9M | 46 | 7% | N/A |
#5 | $9.2M | 46 | 0% | N/A |