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Home > Retirement Planners > pennsylvania > wexford > YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
2000 Corporate Drive
Suite 450
Wexford, Pennsylvania 15090
Tel: 724-940-0310
About YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC, formally registered with the SEC as YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC. The firm was established in 03/09/2022. They have over 1 offices throughout the country.
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC is a Wexford, Pennsylvania based Financial Planning firm with nearly $160,000,000 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142913 |
| SEC# | 801-123404 |
| Assets Managed by Firm | $160,000,000 |
| No. of Clients | 394 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 394 | $160,000,000 |
| Individuals (other than high net worth individuals) | 62 | $30,373,631 |
| High net worth individuals | 40 | $128,641,000 |
| Charitable organizations | 1 | $88,397 |
| Corporations or other businesses | 1 | $896,972 |
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