YHB Investment Advisors Revenue
Investment Management • 
West Hartford, Connecticut, United States • 21-50 Employees
YHB Investment Advisors revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $323,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $35,100,000 |
| Total funding | No funding |
Key Contacts at YHB Investment Advisors
Mark Everette
Ceo
Michelle Dimartino
Director Of Operations, Controller And Sr. Portfolio Administrator
Company overview
| Headquarters | 29 South Main Street, Suite 306, West Hartford, Connecticut 06107, US |
| Phone number | +18605617050 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1989 |
| Employees | 21-50 |
| Socials |
YHB Investment Advisors Email Formats
YHB Investment Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@yhbia.com), used 33.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@yhbia.com | 33.3% |
{first name}{last name} | johndoe@yhbia.com | 33.3% |
{first initial} | j@yhbia.com | 29.2% |
{last name}{last name} | doedoe@yhbia.com | 4.2% |
About YHB Investment Advisors
Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients’ trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients’ investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients’ other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
YHB Investment Advisors has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
YHB Investment Advisors has never raised funding before.
YHB Investment Advisors Tech Stack
Discover the technologies and tools that power YHB Investment Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
South Africa
Australia
Frequently asked questions
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