YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC of WEXFORD, PA is an SEC-registered investment adviser (CRD 142913). Regulatory assets under management: $172.7M.

Registration

• CRD: 142913
• SEC file number: 801-123404
• Type: Registered investment adviser
• Location: 2000 CORPORATE DRIVE, SUITE 450, WEXFORD, PA, 15090
• Phone: 724-940-0310
• Latest filing: 2026-01-27
• Regulatory AUM: $172.7M
• Discretionary AUM: $172.7M
• Clients: 2
• Accounts: 416

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142913 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search