Yoffe Investment Management, LLC

Yoffe Investment Management, LLC (CRD# 173454) is a financial advisory firm headquartered in Lemoyne, PA. They manage $134,738,147 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2 Lemoyne Drive, Suite 100, Lemoyne, PA 17043
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $3,062,231
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
The map below shows states where this firm has explicit registration only.

LA, PA

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals