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| Yanni & Associates Investment Advisors LLC
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|---|---|
| CRD # | 142913 |
| SEC # | 801-123404 |
| CIK # | 0002109644 |
| AUM | 172.7 M (2026-01-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 724-940-0310 |
| Address | 2000 Corporate Drive Wexford, PA 15090 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Tesla Motors Inc | 0.7 | |
| Bristol Myers Squibb Co | 0.6 | |
| Aon Corp | 0.6 | |
| Facebook Inc | 0.6 | |
| Apple Inc | 0.6 | |
| Marsh & McLennan Companies Inc | 0.5 | |
| International Business Machines Corp | 0.5 | |
| Manulife Financial Corp | 0.5 | |
| Amazon Com Inc | 0.4 | |
| PNC Financial Services Group Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 26.9 |
| (b) Individuals (high net worth individuals) | 46 | 144.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 416 | 172.7 |
| By Discretionary | ||
| Discretionary | 416 | 172.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.7 | |
| Total | 416 | 172.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109644] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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