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Yhb Investment Advisors Inc

● SEC registered since 1990CRD 105434SEC# 801-35916West Hartford, CT
Export (members)
Reg. AUM
$1.99B
Employees
28
Accounts
2,864
Location
West Hartford, CT

Yhb Investment Advisors Inc assets under management

Yhb Investment Advisors Inc operates as an SEC-registered investment adviser based in West Hartford, CT. The firm has been registered since 1990. It reports $2 billion in regulatory assets under management and employs 28 people.
www.yhbia.comView on SEC.gov ↗

Yhb Investment Advisors Inc owners & executives

6 reported
NameTitleOwnershipSince
Anne Agonis Space ControlCeo & Senior Portfolio Manager5-10%2024
Dennis Patrick HanniganChief Investment Officer & Senior Portfolio Manager10-25%2009
Linda Lee Morel ControlVice President & Senior Portfolio Manager5-10%2019
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Frequently asked questions

How much does Yhb Investment Advisors Inc manage?

Yhb Investment Advisors Inc reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Yhb Investment Advisors Inc have?

Yhb Investment Advisors Inc reports 28 employees.

Where is Yhb Investment Advisors Inc located?

Yhb Investment Advisors Inc is based in West Hartford, CT and has been SEC-registered since 1990.

Does Yhb Investment Advisors Inc disclose fund performance?

Yhb Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address29 South Main Street, Suite 306, West Hartford, CT 06107-2417
Phone860-561-7050
Fax860-561-7055
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.99B
Non-discretionary$0
Total (RAUM)$1.99B