Paul
Abdenour
Mount Yale Investment Advisors, LLC
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About this Advisor
Paul Abdenour is a financial advisor working in Denver, Colorado. Abdenour currently works for Mount Yale Investment Advisors, LLC. Their career trajectory has included roles at Quaker Funds, Inc, Foreside Fund Services, LLC, Symmetry Partners, LLC, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, Foreside Financial Services, LLC, Wilshire Associates, Northern Lights Distributors, LLC and Camelot Portfolios, LLC. Abdenour holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Mount Yale Investment Advisors, LLC is a business operating out of Denver, CO. The investment advisory business has offices in two locations and a total of 39 people on staff. It oversees $2 billion in total assets among its 3,110 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 3,110 accounts, 93% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually depend on which services are offered. However, fee types charged by Mount Yale Investment Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mount Yale Investment Advisors, LLC Brokerage Details
$1,862,454,467
39
3,110
$598,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Paul Abdenour Work History
Paul has been registered as a financial advisor for 0 years.*
Mount Yale Investment Advisors, LLC
Innovation Partners LLC
Foreside Financial Services, LLC
Symmetry Partners, LLC
Northern Lights Distributors, LLC
Camelot Portfolios, LLC
Quaker Funds, Inc
Foreside Fund Services, LLC
Wilshire Associates
Foreside Fund Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Abdenour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mount Yale Investment Advisors, LLC
Denver, CO
Minneapolis, MN
Minneapolis, MN
Denver, CO
Denver, CO
Denver, CO
Minneapolis, MN
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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