YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- WEXFORD, Pennsylvania
- CRD number
- 142913
- Registered since
- March 9, 2022
- Website
- www.yanniassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.78%
- Individuals15.57%
- Corporations / Businesses0.59%
- Charitable Organizations0.05%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Yanni & Associates Investment Advisors, LLC is an SEC-registered RIA (registered in 2022) organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and combines portfolio management for individuals and small businesses with publishing periodic investment commentary. It also operates as an insurance broker and charges clients via a percentage-of-AUM fee schedule and fixed fees. The firm does not position itself as an ESG investor and is not listed as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- US Government Bonds20%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1MATTHEW YANNI
Principal And Chief Compliance OfficerCRD 2767573
Contacts
1 of 1Jonathan Stasko
Investment AnalystCRD 8231615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$91.9M in ETFs
96%
$88.6M
3%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.3M | 25,096 | 17.76% |
Location
WEXFORD, PA
ALLEGHENY
Location
WEXFORD, PA
Headquartered in WEXFORD, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 2000 Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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