Assets Under Management
$4.0B
Number of Clients
112
Number of Advisors
5
Average Client AUM
$36.1M
AUM per Advisor
$808.7M
Compensation
Fee-Only (AUM)
Yale Capital Corp. offers investment advice and asset management to high-net-worth families, managing exchange-traded securities and bonds, with a specialization in tax-advantaged holdings. Services are customized, with investment strategies designed for individual client goals and risk tolerance. Financial planning services are also provided.
6475 1st Ave South, St. Petersburg, FL, 33707