YHB RETIREMENT SERVICES LLC
Total AUM
$14.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
29 SOUTH MAIN STREET
SUITE 306, WEST
WEST HARTFORD
CT 06107
USA
SUITE 306, WEST
WEST HARTFORD
CT 06107
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
860-561-7050
Financials
Total AUM
$14.2M
Accounts
21Discretionary
$0
Accounts
0Non-Discretionary
$14.2M
Accounts
21
Clients
None reported
Services
Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionSEC/CFTC Cause of Denial/Suspension
State Registrations
CT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.