YHB Investment Advisors Inc

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Assets, Funds, Holdings

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YHB Investment Advisors Inc
CRD #105434
SEC #801-35916
CIK #0001469219
AUM $1.7 BB (2024-08-22)
Employees 27 (59% Investors, 0% Brokers)
Phone860-561-7050
Address29 South Main Street
West Hartford, CT 06107-2417
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
20001600120080040002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 76.1
MSFT 1,918,222.4 69.5
AMZN 1,092,997.8 42.8
COST 207,576.9 38.6
GOOGL 1,475,138.5 30.1
NVDA 399,550.0 28.1
GOOG 1,482,566.4 27.4
TMO 209,733.6 25.8
V 419,260.5 22.3
DHR 183,136.1 20.5
View All
Holdings by Sector ($MM)
1300104078052026002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 688 223.5
(b) Individuals (high net worth individuals) 287 1,240.0
(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 10 101.9
(h) Charitable organizations 60 37.2
(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 17 144.5
(n) Other 0 0.0
Total 2,731 1,747.0
By Discretionary
Discretionary 2,731 1,747.0
Non-Discretionary 0 0.0
Total 2,731 1,747.0
By Non-United States Persons
Non-United States Persons 6.7
United States Persons 1,740.3
Total 2,731 1,747.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001469219]
Comparable Firms State AUM ($BB)
Giverny Capital Inc
1.8
Slater Investments Limited
1.8
Durbin Bennett Private Wealth Management LLC
TX 1.8
Foundry Partners LLC
OH 1.8
CFM Advisors Inc
NY 1.7
Resonant Capital Advisors LLC
WI 1.7
SAX Wealth Advisors LLC
NJ 1.7
McAdam LLC
PA 1.7
Boston Family Office LLC
MA 1.7
First Citizens Investor Services Inc
NC 1.7
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