CRD: 142913
Yanni & Associates Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-07-2007
- Office Locations
- 1
Office Locations
About Yanni & Associates Investment Advisors, LLC
Yanni & Associates Investment Advisors, LLC (YAIA) is a Pittsburgh-area, fee-based fiduciary RIA providing ongoing investment management and guidance since 2007. The firm manages personal and retirement accounts, trusts, corporate and custodial accounts, and 529 plans, serving professionals, business owners, retirees, and surviving spouses. Portfolios are managed internally and typically emphasize diversified public funds with fixed income and selective ETF exposure, custodying with Charles Schwab. Small family-run practice with regular client communication.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW ADAM YANNI
Chief Compliance Officer, PRINCIPAL
- CRD
- #2767573
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan Thomas Stasko
--
- CRD
- #8231615
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,650,000 | $415,024 |
| Non-Discretionary | $0 | -- |
| Total | $172,650,000 | $415,024 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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