RIA Intelligence

YHB RETIREMENT SERVICES, LLC

CRD #129249 SEC #801-62475 WEST HARTFORD, CT 860-313-5470
SEC Registered
Total AUM
$53.1M
Discretionary
$0
Employees
10
Clients
--
Accounts
55

AUM Over Time

DateFeb 2007
Total AUM$53.1M
Discretionary$0
Non-Disc.$53.1M
Employees10
Clients--
DateJan 2007
Total AUM$37.6M
Discretionary$0
Non-Disc.$37.6M
Employees5
Clients--
DateMar 2006
Total AUM$37.6M
Discretionary$0
Non-Disc.$37.6M
Employees5
Clients--