Yanni & Associates Investment Advisors, LLC
Yanni & Associates Investment Advisors, LLC (CRD# 142913) is a financial advisory firm headquartered in Wexford, PA. They manage $55,000,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$687,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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. Matthew Yanni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mallory Labik (CRD# 6432712) is an Investment Advisor Representative working at Yanni & Associates Investment Advisors, LLC in Wexford, PA and has over 2 years of experience in the finance industry.