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YHB Investment Advisors

EST. AUM
$1,989,951,000

CONTACTS
19

CLIENT ACCOUNTS
2,864

Firm Details

Metro area Hartford
CRD Number 105434
Website yhbia.com
Client types

Overview

YHB Investment Advisors, established in 1989, is a registered investment advisory firm located in West Hartford, Connecticut. The company offers investment management services to individuals, families, and institutions nationwide. As fiduciaries, YHB provides financial advice and guidance aligned with clients’ specific needs. The firm focuses on a long-term investment approach, developing strategies and portfolios based on individual stocks and bonds with an emphasis on transparency. YHB aims to assist clients in managing their wealth and planning for future financial goals. Its team works to support clients through financial guidance, education, and advisory services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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