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YHB INVESTMENT ADVISORS INC

WEST HARTFORD, CT · CRD 105434 · IAPD ↗ · yhbia.com · 860-561-7050

$2.28BRegulatory AUM
20Advisory reps
30Employees
0Clients
n/aPlanning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — YHB INVESTMENT ADVISORS INC notice-filed in MN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — YHB INVESTMENT ADVISORS INC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.