Yanni & Associates Investment Advisors, LLC

Yanni & Associates Investment Advisors, LLC (CRD# 142913) is a financial advisory firm headquartered in Wexford, PA. They manage $141,000,000 in 372 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2000 Corporate Drive, Suite 450, Wexford, PA 15090
https://www.yanniassociates.com
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $379,032
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Yanni & Associates Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Yanni, financial advisor Wexford PA
Matthew A. Yanni
CRD#: 2767573
2000 Corporate Drive, Suite 450, Wexford, PA 15090

Matthew Yanni (CRD# 2767573) is an Investment Advisor Representative working at Yanni & Associates Investment Advisors, LLC in Wexford, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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