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Home > Retirement Planners > connecticut > west hartford > YHB INVESTMENT ADVISORS INC
YHB INVESTMENT ADVISORS INC
29 South Main Street
Suite 306
West Hartford, Connecticut 06107-2417
Tel: 860-561-7050
About YHB INVESTMENT ADVISORS INC
YHB INVESTMENT ADVISORS INC, formally registered with the SEC as YHB INVESTMENT ADVISORS INC. The firm was established in 01/26/1990. They have over 4 offices throughout the country.
YHB INVESTMENT ADVISORS INC is a West Hartford, Connecticut based Financial Planning firm with nearly $1,746,994,000 assets under management, offering retirement planning & investment advisory services to 2731 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105434 |
| SEC# | 801-35916 |
| Assets Managed by Firm | $1,746,994,000 |
| No. of Clients | 2731 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (PARTICIPANT ACCOUNT MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2731 | $1,746,994,000 |
| Individuals (other than high net worth individuals) | 688 | $223,471,000 |
| High net worth individuals | 287 | $1,239,951,000 |
| Pension and profit sharing plans | 10 | $101,861,000 |
| Charitable organizations | 60 | $37,189,000 |
| Corporations or other businesses | 17 | $144,522,000 |
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