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YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD 142913 · SEC 801-123404
2000 CORPORATE DRIVE, SUITE 450, WEXFORD, PA, 15090, United States
Phone
724-940-0310
Fax
724-940-0308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.7M
Discretionary AUM
$172.7M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $26.9M |
| High net worth individuals | 46 | $144.6M |
| Charitable organizations | 1 | $93K |
| Corporations/business entities | 1 | $1.0M |
States served
CA, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD