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YHB INVESTMENT ADVISORS INC
CRD 105434 · SEC 801-35916
29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107-2417, United States
Phone
860-561-7050
Fax
860-561-7055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.28B
Team
30 total employees; 20 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersPARTICIPANT ACCOUNT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 732 | $251.7M |
| High net worth individuals | 360 | $1.69B |
| Pension/profit sharing plans | 9 | $109.1M |
| Charitable organizations | 66 | $46.4M |
| Corporations/business entities | 15 | $182.3M |
States served
VT, AZ, CA, GA, IL, ME, MD, MA, MN, NJ, NY, NC, OH, PA, RI, SC, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD