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| YHB Investment Advisors Inc
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|
|---|---|
| CRD # | 105434 |
| SEC # | 801-35916 |
| CIK # | 0001469219 |
| AUM | $2.0 B (2025-04-15) |
| Employees | 28 (68% Investors, 0% Brokers) |
| Phone | 860-561-7050 |
| Address | 29 South Main Street West Hartford, CT 06107-2417 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 74.8 | ||
| Apple Inc | 70.5 | ||
| Amazon Com Inc | 47.4 | ||
| Costco Wholesale Corp /NEW | 42.0 | ||
| Nvidia Corp | 35.4 | ||
| VISA Inc | 29.2 | ||
| Alphabet Inc | 28.2 | ||
| Alphabet Inc | 25.4 | ||
| Ecolab Inc | 20.6 | ||
| Thermo Fisher Scientific Inc | 19.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 725 | 236.9 |
| (b) Individuals (high net worth individuals) | 308 | 1,451.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 101.1 |
| (h) Charitable organizations | 64 | 41.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 158.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,864 | 1,990.0 |
| By Discretionary | ||
| Discretionary | 2,864 | 1,990.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,864 | 1,990.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.9 | |
| United States Persons | 1,982.0 | |
| Total | 2,864 | 1,990.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001469219] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Comperio Retirement Consulting Inc
✚
|
NC | 2.0 |
|
Manitou Investment Management Ltd
✚
|
2.0 | |
|
Smith Moore & Co
✚
|
MO | 2.0 |
|
Avendus Wealth Management Private Limited
✚
|
2.0 | |
|
Washington Trust Advisors Inc
✚
|
MA | 2.0 |
|
W1M Wealth Management Limited
✚
|
2.0 | |
|
Retirement Resources Investment Corporation
✚
|
MA | 2.0 |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 2.0 |
|
Cable Hill Partners LLC
✚
|
OR | 2.0 |
|
Marks Group Wealth Management Inc
✚
|
MN | 2.0 |