Overview
Assets Under Management: $150 million
Headquarters: LEMOYNE, PA
High-Net-Worth Clients: 10
Average Client Assets: $15 million
Frequently Asked Questions
YOFFE INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173454), YOFFE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
YOFFE INVESTMENT MANAGEMENT, LLC is headquartered in LEMOYNE, PA.
YOFFE INVESTMENT MANAGEMENT, LLC serves 10 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, YOFFE INVESTMENT MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
YOFFE INVESTMENT MANAGEMENT, LLC manages $150 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, YOFFE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.95
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 173454
Last Filing Date: 2025-02-12 00:00:00
Website: https://yoffeinvestment.com