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 independent, individual-owned RIA that registered with the SEC in 2022. The firm advises both individual/family and institutional clients and combines fee models that include a percentage of assets under management and fixed fees. Its advisory work emphasizes portfolio management for individuals and small businesses and the firm also produces periodic publications or newsletters. In addition to advisory services, the firm operates as an insurance broker. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Matthew Yanni
Principal And Chief Compliance OfficerCRD 2767573
Contacts
1 of 1
Jonathan Stasko
Investment AnalystCRD 8231615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$103M in ETFs
97%
$99.2M
3%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $18.5M | 24,317 | 18.05% |
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
Similar firms
Guardian Capital, LLC
RIAWexford, PA
Success Wealth Management LLC
RIAWexford, PA
Expert Financial Services, LLC
RIAWexford, PA
Gridiron Partners, LLC
RIAWexford, PA
Aspire Wealth Architects
RIAWexford, PA
Three Rivers Executive Consulting, LLC
RIAWexford, PA