Assets Under Management
$160.0M
Number of Clients
104
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$80.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Yanni & Associates Investment Advisors, LLC offers ongoing discretionary and non-discretionary portfolio management services based on client goals and risk tolerance. They create an Investment Policy Statement (IPS) to outline the client's situation and construct a matching portfolio. They primarily invest in mutual funds, ETFs, and treasuries, with smaller allocations to niche investments. Clients can direct or restrict trading of specified securities.
2000 Corporate Drive, Suite 450, Wexford, PA, 15090