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Building 2YHB INVESTMENT ADVISORS INC

Map pinWEST HARTFORD, CT
Phone860-561-7050
NotebookSEC #801-35916
Total AUM
$2.3B
Employees
30
Clients
1,182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 SOUTH MAIN STREET
SUITE 306
WEST HARTFORD
CT 06107-2417
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
860-561-7050
Other Offices
3

ReceiptFinancials

Total AUM
$2.3B
Accounts
3,074
Discretionary
$2.3B
Accounts
3,074
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
732
AUM
$251.7M
HNW Individual Clients
360
AUM
$1.7B
Pension/Profit Sharing Plan Clients
9
AUM
$109.1M
Charitable Organization Clients
66
AUM
$46.4M
Corporation or Business Clients
15
AUM
$182.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PARTICIPANT ACCOUNT MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILMAMDMEMNNCNHNJNYOHPARISCTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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