YHB Investment Advisors Inc

Overview

YHB Investment Advisors Inc is an SEC registered investment adviser based in West Hartford, CT, registered since 1990. It reports $2.3B in assets under management across 3,074 accounts, with 30 employees. It has 18 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

100%

Accounts

3,074

Average account

$74K

Employees

30

Advisory reps

18

Registered since

1990

Jurisdictions

24

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Anne Agonis Space Chief Executive Officer, Senior Portfolio Manager CRD 6992933
• Paul Roger Martel President CRD 839466
• Mark Wilson Everette Chief Compliance Officer, Chairman of the Board, Senior Portfolio Manager CRD 4703122

3 more executive officers, with direct contact details

Advisory reps 3 of 18

• Nathanial James Chandler Investment Adviser Rep CRD 7818900
• Ryan Coursey Investment Adviser Rep CRD 7930158
• Diane Marie Daley Investment Adviser Rep CRD 6421303

15 more advisory reps, with emails, phones and branch locations

Location

Headquarters

29 S Main St Ste 306
West Hartford, CT 06107

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 24 jurisdictions
• Website: yhbia.com

Every state, with registration dates

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