Yoffe Investment Management, LLC

Yoffe Investment Management, LLC (CRD# 173454) is a financial advisory firm headquartered in Lemoyne, PA. They manage $98,656,829 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $1,730,822
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Yoffe Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey N. Yoffe
CRD#: 6406293
2 Lemoyne Drive, Suite 100, Lemoyne, PA 17043
87
Wealthminder
score

Jeffrey Yoffe (CRD# 6406293) is an Investment Advisor Representative working at Yoffe Investment Management, LLC in Lemoyne, PA and has 1 year of experience in the finance industry.

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