RIA Intelligence

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC

CRD #142913 SEC #801-123404 WEXFORD, PA 724-940-0310
SEC Registered
Total AUM
$160M
Discretionary
$160M
Employees
2
Clients
--
Accounts
394

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control
YANNI, MATTHEW, ADAMIPRINCIPAL & CCOE Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (4)

CA FL PA TX

Address

2000 CORPORATE DRIVE
SUITE 450
WEXFORD, PA 15090
United States
Phone: 724-940-0310