⚲
|
YHB Investment Advisors Inc
✚
|
|
---|---|
CRD # | 105434 |
SEC # | 801-35916 |
CIK # | 0001469219 |
AUM | $1.7 BB (2024-08-22) |
Employees | 27 (59% Investors, 0% Brokers) |
Phone | 860-561-7050 |
Address | 29 South Main Street West Hartford, CT 06107-2417 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
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 ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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 |