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 investment adviser organized as an LLC and operating under individual ownership. The firm serves both individual and family clients as well as institutional investors, and it provides portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM schedule as well as fixed fees. The firm also lists insurance brokerage among its business activities and produces periodicals or newsletters as part of its advisory offering. It does not identify itself as an active ESG investor and is not classified as a multi-state adviser.
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
$104M in ETFs
97%
$100M
3%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $18.5M | 24,708 | 17.81% |
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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