Overview
Assets Under Management: $160 million
Headquarters: WEXFORD, PA
High-Net-Worth Clients: 40
Average Client Assets: $3 million
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
Last Filing Date: 2025-01-21 00:00:00
Website: https://yanniassociates.com