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Yanni & Associates Investment Advisors, LLC

● SEC registered since 2022CRD 142913SEC# 801-123404Wexford, PA
Export (members)
Reg. AUM
$160M
Employees
2
Accounts
394
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 $160 million in regulatory assets under management and employs 2 people.
www.yanniassociates.comView on SEC.gov ↗

Yanni & Associates Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Adam Yanni ControlPrincipal & CcoOver 75%2006

Frequently asked questions

How much does Yanni & Associates Investment Advisors, LLC manage?

Yanni & Associates Investment Advisors, LLC reports $160 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

Address2000 Corporate Drive, Suite 450, Wexford, PA 15090
Phone724-940-0310
Fax724-940-0308
Office hours8:30 - 5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160M
Non-discretionary$0
Total (RAUM)$160M