Yale Capital

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

6475 1st Ave S, Saint Petersburg, Florid...

Phone Number

(866) 378-0006

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2

About Yale Capital

Yale Capital Corp is a registered investment advisor focused on providing tailored financial advice to high-net-worth individuals. The firm emphasizes an independent approach to asset management, ensuring that clients' financial interests are prioritized without conflicts of interest. With a team trained in Modern Portfolio Theory, they offer customized investment strategies and MLP management services. Yale Capital Corp is dedicated to fostering long-term relationships with clients, providing regular performance reporting and proactive planning support.Explore more
Yale Capital's Social MediaPopular SearchesYALE CAPITAL CorpTexas Yale Capital CorpYale CapitalYale Capital Group IncYale Capital IncSIC Code 62,628NAICS Code 52,523Show more

Yale Capital Org Chart

PhoneEmail
JW
United States flag for contact location.

Manager, Compliance & Accounting

PhoneEmail
LO
United States flag for contact location.

Co-Founder

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Yale Capital

$5.9M
11-50
Private
-
2004
JW
Jennifer WheelerManager, Compliance & Accounting
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

Yale Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Yale Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Yale Capital.

Yale Capital Tech Stack

A closer look at the technologies used by Yale Capital

Yale Capital News & Media

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Frequently Asked Questions Regarding Yale Capital

What is Yale Capital's official website?
Yale Capital's official website is www.yalecapitalcorp.com
What is Yale Capital's Revenue?
Yale Capital's revenue is $5.9 Million
What is Yale Capital's SIC code?
Yale Capital's SIC: 62,628
What is Yale Capital's NAICS code?
Yale Capital's NAICS: 52,523
How many employees does Yale Capital have?
Yale Capital has 11-50 employees
What industry does Yale Capital belong to?
Yale Capital is in the industry of: Finance, Securities Trading
What is Yale Capital competition?
Yale Capital top competitors include: Stockade Wealth Management, Journey Capital Advisers, Pillar Wealth Management, Goodrich and Associates
What technology does Yale Capital use?
Some of the popular technologies that Yale Capital uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Yale Capital?
Yale Capital contact info: Phone number: (866) 378-0006 Website: www.yalecapitalcorp.com
What does Yale Capital do?

Yale Capital Corp is a registered investment advisor focused on providing tailored financial advice to high-net-worth individuals. The firm emphasizes an independent approach to asset management, ensuring that clients' financial interests are prioritized without conflicts of interest. With a team trained in Modern Portfolio Theory, they offer custo... mized investment strategies and MLP management services. Yale Capital Corp is dedicated to fostering long-term relationships with clients, providing regular performance reporting and proactive planning support.Read More

What are Yale Capital social media links?
Yale Capital Linkedin page Yale Capital Twitter page
Is Yale Capital a public company?
Yale Capital is private company therefore does not currently have an official ticker symbol
See more information about Yale Capital

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