Unclaimed Profile

Anne Agonis Space

YHB INVESTMENT ADVISORS INC·WEST HARTFORD, Connecticut

Clean record8 years registeredYHB INVESTMENT ADVISORS INC

29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107-2417CRD# 6992933Firm CRD# 105434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Agonis Space · WEST HARTFORD, CT

Registration

CRD #6992933 · YHB INVESTMENT ADVISORS INC · 8 years registered

Brand Profile

Not yet started

Career History

YHB INVESTMENT ADVISORS INC

Jul 2018 – present

Registrations & Exams

Registration record

First registered · July 30, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

YHB INVESTMENT ADVISORS INC

CRD 105434 · SEC 801-35916

AUM

$1.7B

Regulatory assets under management

Employees

2,731 client accounts

Services offered by YHB INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at YHB INVESTMENT ADVISORS INC →

Introduction

Speak with Anne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anne is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Anne Agonis Space offer?

Anne Agonis Space specializes in Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Anne Agonis Space's credentials?

Anne Agonis Space is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Agonis Space located?

Anne Agonis Space is based in WEST HARTFORD, Connecticut, working with YHB INVESTMENT ADVISORS INC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Anne Agonis Space charge for services?

Anne Agonis Space's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is YHB INVESTMENT ADVISORS INC?

YHB INVESTMENT ADVISORS INC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →