Yhb Investment Advisors Inc
● SEC registered since 1990CRD 105434SEC# 801-35916West Hartford, CT
Reg. AUM
$2.28B
Employees
30
Accounts
3,074
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 $2.3 billion in regulatory assets under management and employs 30 people.
Yhb Investment Advisors Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Agonis Space Control | Ceo & Senior Portfolio Manager | 10-25% | 2024 |
| Dennis Patrick Hannigan | Chief Investment Officer & Senior Portfolio Manager | 10-25% | 2009 |
| Linda Lee Morel Control | Vice President & Senior Portfolio Manager | 5-10% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Yhb Investment Advisors Inc manage?
Yhb Investment Advisors Inc reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Yhb Investment Advisors Inc have?
Yhb Investment Advisors Inc reports 30 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
| Address | 29 South Main Street, Suite 306, West Hartford, CT 06107-2417 |
| Phone | 860-561-7050 |
| Fax | 860-561-7055 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.28B