YHB RETIREMENT SERVICES LLC
CRD #109322 SEC #801-55456 WEST HARTFORD, CT 860-561-7050
SEC Registered
Total AUM
$14.2M
Discretionary
$0
Employees
5
Clients
--
Accounts
21
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FISHMAN, RONALD, JAY | I | PRESIDENT MANAGER | C | Control |
| MARTEL, PAUL, ROGER | I | VICE PRESIDENT MANAGER | C | Control |
| BLISS, RANDY | I | MEMBER | B | Control |
| KELLEHER, NEIL | I | MEMBER | B | Control |
| YOUELL, GARY, BRUCE | I | SECRETARY/TREASURER MANAGER | B | Control |
Registrations
Federal
IA
Oct 15, 2003 REGISTERED
Notice Filings (1)
CT
Address
29 SOUTH MAIN STREETSUITE 306, WEST
WEST HARTFORD, CT 6107
USA
Phone: 860-561-7050