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| YHB Investment Advisors Inc
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|---|---|
| CRD # | 105434 |
| SEC # | 801-35916 |
| CIK # | 0001469219 |
| AUM | $2.3 B (2026-03-18) |
| Employees | 30 (67% Investors, 0% Brokers) |
| Phone | 860-561-7050 |
| Address | 29 South Main Street West Hartford, CT 06107-2417 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001469219 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 95.7 | ||
| Alphabet Inc | 51.4 | ||
| Microsoft Corp | 47.7 | ||
| Amazon Com Inc | 44.7 | ||
| Nvidia Corp | 43.9 | ||
| Alphabet Inc | 43.4 | ||
| Lam Research Corp | 41.9 | ||
| Costco Wholesale Corp /NEW | 39.4 | ||
| Visa Inc | 28.3 | ||
| Amphenol Corp /DE/ | 24.9 | ||
| Thermo Fisher Scientific Inc | 24.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 22.8 | ||
| United Rentals Inc /DE | 22.0 | ||
| Ecolab Inc | 19.5 | ||
| J P Morgan Chase & Co | 18.3 | ||
| Danaher Corp /DE/ | 17.4 | ||
| Palo Alto Networks Inc | 17.1 | ||
| Amgen Inc | 16.6 | ||
| Stryker Corp | 15.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 732 | 0.3 |
| (b) Individuals (high net worth individuals) | 360 | 1.7 |
| (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 | 0.1 |
| (h) Charitable organizations | 66 | 0.0 |
| (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 | 15 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,074 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,074 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,074 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3,074 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001469219] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CornerStone Management Inc
✚
|
GA | 2.3 |
|
Fidelis Capital Partners LLC
✚
|
FL | 2.3 |
|
Sellwood Investment Partners LLC
✚
|
OR | 2.3 |
|
Gamma Investing LLC
✚
|
2.3 | |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 2.3 |
|
Moneco Advisors LLC
✚
|
CT | 2.3 |
|
Gateway Wealth Partners LLC
✚
|
WI | 2.3 |
|
Jderek Lewis & Associates Inc
✚
|
CA | 2.3 |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 2.3 |
|
Focused Wealth Management Inc
✚
|
NY | 2.3 |