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CEO & Senior Portfolio Manager · YHB Investment Advisors Inc

Anne A. Space

CRD 6992933 · Named on Form ADV at one SEC-registered adviser

At a glance

YHB Investment Advisors Inc, an SEC-registered wealth manager based in West Hartford, CT with $2.3 billion in regulatory assets, lists Anne A. Space on its Form ADV as CEO & Senior Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Anne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul R. MartelPresident, YHB Investment Advisors Inc
  • Mark W. EveretteCCO, Chairman of the Board, & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Dennis P. HanniganChief Investment Officer & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Linda L. MorelVice President & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Thomas M. ManningCOO & Senior Portfolio Manager, YHB Investment Advisors Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.