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Yanni & Company Investment Advisors, Inc. (Pittsburgh)


Yanni & Company Investment Advisors, Inc. is a large advisory firm based in Pittsburgh. It manages $342.21 million of regulatory assets for 404 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Maryland and Pennsylvania.

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Yanni & Company Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yanni & Company Investment Advisors: assets under management

The assets under management (AUM) of Yanni & Company Investment Advisors, Inc. is $342.21 million. The firm's AUM has grown by 125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $336.42 million in discretionary accounts and $5.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $871.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $321.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yanni & Company Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pittsburgh

The principal office where Yanni & Company Investment Advisors, Inc. performs its advisory services is located at One Gateway Center, Suite 600, Pittsburgh, PA 15222 1416, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-232-3310 or by fax 412-232-3340. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.yannico.com.


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