YHB Investment Advisors Review

Trust Score 97%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

YHB Investment Advisors, federally registered in 1990, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 14 advisors. YHB Investment Advisors manages $1.3 billion and provides investment advisory services for 831 clients (1:60 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,604,363
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:60
Headquarters West Hartford, CT
SEC Filings Forms and Brochures    (CRD # 105434)
State(s) Registered AZ, CA, CT, FL, IL, LA, ME, MD, MA, NH, NY, NC, PA, RI, TX, VT, VA

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