Yoffe Investment Management, LLC
Yoffe Investment Management, LLC is an SEC-registered ria in Lemoyne, PA with $174.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Yoffe Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173454, SEC 801-80569, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $174.9M (2026-02-05)
- Firm type
- Ria
- Location
- Lemoyne, PA
- Employees
- 1
- Clients
- 13
- CRD
- 173454
- Ownership
- YOFFE, JEFFREY, N
How much AUM does Yoffe Investment Management, LLC have?
Yoffe Investment Management, LLC reported $174.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Yoffe Investment Management, LLC?
Disclosed owners and executives of Yoffe Investment Management, LLC include YOFFE, JEFFREY, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.