Anne Agonis Space
Investment adviser representative at Yhb Investment Advisors Inc
14 yearsExperience
2 statesRegistered in
CFADesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Yhb Investment Advisors Inc.Jul 2018 to now
- UBSMay 2012 to Jun 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Yhb Investment Advisors Inc
$2.3BAssets managed
1,182Clients
18Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6992933
- Firm CRD
- 105434