YHB RETIREMENT SERVICES LLC

YHB RETIREMENT SERVICES LLC of WEST HARTFORD, CT is an SEC-registered investment adviser (CRD 109322). Regulatory assets under management: $14.2M.

Registration

• CRD: 109322
• SEC file number: 801-55456
• Type: Registered investment adviser
• Location: 29 SOUTH MAIN STREET, SUITE 306, WEST, WEST HARTFORD, CT, 06107
• Phone: 860-561-7050
• Latest filing: 2003-10-15
• Regulatory AUM: $14.2M
• Non-discretionary AUM: $14.2M
• Clients: 1
• Accounts: 21

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search