Overview
Assets Under Management: $160 million
Headquarters: WEXFORD, PA
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Frequently Asked Questions
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142913), YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC is headquartered in WEXFORD, PA.
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC serves 40 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC manages $160 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 394
Discretionary Accounts: 394
Regulatory Filings
CRD Number: 142913
Filing ID: 2031059
Last Filing Date: 2025-12-05 06:15:49
Website: 0