Yanni & Associates Investment Advisors, LLC
● SEC registered since 2022CRD 142913SEC# 801-123404Wexford, PA
Reg. AUM
$172.7M
Employees
2
Accounts
416
Location
Wexford, PA
Yanni & Associates Investment Advisors, LLC assets under management
Yanni & Associates Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Wexford, PA. The firm has been registered since 2022. It reports $172.7 million in regulatory assets under management and employs 2 people.
Yanni & Associates Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Adam Yanni Control | Principal & Cco | Over 75% | 2006 |
Frequently asked questions
How much does Yanni & Associates Investment Advisors, LLC manage?
Yanni & Associates Investment Advisors, LLC reports $172.7 million in regulatory assets under management on its Form ADV.
How many employees does Yanni & Associates Investment Advisors, LLC have?
Yanni & Associates Investment Advisors, LLC reports 2 employees.
Where is Yanni & Associates Investment Advisors, LLC located?
Yanni & Associates Investment Advisors, LLC is based in Wexford, PA and has been SEC-registered since 2022.
Does Yanni & Associates Investment Advisors, LLC disclose fund performance?
Yanni & Associates Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Corporate Drive, Suite 450, Wexford, PA 15090 |
| Phone | 724-940-0310 |
| Fax | 724-940-0308 |
| Office hours | 8:30 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.7M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$172.7Mregulatory AUM
Discretionary $172.7M