Yanni Bilkey Asset Planning Inc (Pittsburgh)

Name: Yanni Bilkey Asset Planning Inc
Address: 2630 Grant Bldg 310 Grant St, Pittsburgh, PA, 15219
Telephone: 412-323-1000

Yanni Bilkey Asset Planning Inc is a large advisory firm based in Pittsburgh. It manages $173.55 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana, Maryland, Pennsylvania, and West Virginia.

Yanni Bilkey Asset Planning provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yanni Bilkey Asset Planning: assets under management

The assets under management (AUM) of Yanni Bilkey Asset Planning Inc is $173.55 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $173.54 million in discretionary accounts and $8.76 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $918.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.76 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yanni Bilkey Asset Planning 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.

Careers at Yanni Bilkey Asset Planning Inc

James Edward Yanni has been acting as President since 1 Jun 1990. John Herman Cummings joined the executive team most recently as the Chief Legal & Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edward Yanni	President/director	1 Jun 1990	75% - 100%	474053
John Herman Cummings	Chief legal & compliance officer	1 Jan 2001	Other	2517008

Based in Pittsburgh

The principal office where Yanni Bilkey Asset Planning Inc performs its advisory services is located at 2630 Grant Bldg 310 Grant St, Pittsburgh, PA 15219, 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 412-323-1000 or by fax 412-323-1055. 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.