YOFFE INVESTMENT MANAGEMENT, LLC

YOFFE INVESTMENT MANAGEMENT, LLC of LEMOYNE, PA is an SEC-registered investment adviser (CRD 173454). Regulatory assets under management: $174.9M.

Registration

• CRD: 173454
• SEC file number: 801-80569
• Type: Registered investment adviser
• Location: 2 LEMOYNE DRIVE, SUITE 100, LEMOYNE, PA, 17043
• Phone: 717-343-1120
• Latest filing: 2026-02-05
• Regulatory AUM: $174.9M
• Discretionary AUM: $174.9M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173454 on SEC IAPD (source of record)
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