Investment adviser · CRD 142913
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
WEXFORD, PA, United States · Form ADV filed Jan 27, 2026
- Regulatory AUM
- $173M Form ADV · Item 5.F
- Client accounts
- 416 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $144,647,312 | 83.8% |
| Individuals | 61 | $26,883,654 | 15.6% |
| Corporations & businesses | Fewer than 5 | $1,026,087 | 0.6% |
| Charities | Fewer than 5 | $92,947 | 0.1% |
Filing source
Form ADV 2042994 · Jan 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2026. View historical filings
Reported services
Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
2000 CORPORATE DRIVE, SUITE 450WEXFORD, PA, 15090, United States
CRD 142913
Filing source
Form ADV 2042994 · Jan 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.