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Building 2YHB RETIREMENT SERVICES, LLC

Map pinWEST HARTFORD, CT
Phone860-313-5470
NotebookSEC #801-62475
Total AUM
$53.1M
Employees
8
Clients
0

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
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
860-313-5470

ReceiptFinancials

Total AUM
$53.1M
Accounts
55
Discretionary
$0
Accounts
0
Non-Discretionary
$53.1M
Accounts
55

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionSEC/CFTC Cause of Denial/Suspension
State Registrations
CTMANY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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