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| YHB Investment Advisors Inc
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|
|---|---|
| CRD # | 105434 |
| SEC # | 801-35916 |
| CIK # | 0001469219 |
| AUM | $1.6 BB (2023-03-27) |
| Employees | 27 (56% Investors, 0% Brokers) |
| Phone | 860-561-7050 |
| Address | 29 South Main Street West Hartford, CT 06107-2417 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 66.8 | |
| MSFT | 1,918,222.4 | 50.9 | |
| TMO | 209,733.6 | 29.7 | |
| AMZN | 1,092,997.8 | 25.2 | |
| COST | 207,576.9 | 24.7 | |
| DHR | 183,136.1 | 22.4 | |
| V | 419,260.5 | 21.1 | |
| GOOG | 1,482,566.4 | 19.2 | |
| GOOGL | 1,475,138.5 | 18.8 | |
| UNH | 477,004.0 | 16.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 595 | 185.2 |
| (b) Individuals (high net worth individuals) | 326 | 1,450.8 |
| (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 | 12 | 122.6 |
| (h) Charitable organizations | 53 | 44.1 |
| (i) State or municipal government entities | 0 | 1.7 |
| (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 | 13 | 154.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,500 | 1,958.7 |
| By Discretionary | ||
| Discretionary | 2,500 | 1,958.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,500 | 1,958.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.4 | |
| United States Persons | 1,951.3 | |
| Total | 2,500 | 1,958.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001469219] |
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