YALE CAPITAL CORP.

6475 1st Ave South
St. Petersburg, Florida 33707
Tel: 727-823-0006

About YALE CAPITAL CORP.

YALE CAPITAL CORP, formally registered with the SEC as YALE CAPITAL CORP. The firm was established in 04/08/2005. They have over 5 offices throughout the country.

YALE CAPITAL CORP. is a St. Petersburg, Florida based Financial Planning firm with nearly $3,454,023,737 assets under management, offering retirement planning & investment advisory services to 101 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126992
SEC#	801-64116
Assets Managed by Firm	$3,454,023,737
No. of Clients	101
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	101	$3,454,023,737
High net worth individuals	101	$3,454,023,737

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