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Building 2YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC

Map pinWEXFORD, PA
Phone724-940-0310
NotebookSEC #801-123404
Total AUM
$172.7M
Employees
2
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 CORPORATE DRIVE
SUITE 450
WEXFORD
PA 15090
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
724-940-0310

ReceiptFinancials

Total AUM
$172.7M
Accounts
416
Discretionary
$172.7M
Accounts
416
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$26.9M
HNW Individual Clients
46
AUM
$144.6M
Charitable Organization Clients
1
AUM
$92.9K
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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