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Jeffrey N Yoffe

YOFFE INVESTMENT MANAGEMENT, LLC·LEMOYNE, Pennsylvania
Clean recordYOFFE INVESTMENT MANAGEMENT, LLC
2 LEMOYNE DRIVE, LEMOYNE, PA 17043CRD# 6406293Firm CRD# 173454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey N Yoffe · LEMOYNE, PA
Registration
CRD #6406293 · YOFFE INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey N Yoffe is a registered financial advisor based in LEMOYNE, Pennsylvania, affiliated with YOFFE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
YOFFE INVESTMENT MANAGEMENT, LLC
YOFFE INVESTMENT MANAGEMENT, LLC
AUM
$135M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at YOFFE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6406293
Firm CRD# 173454
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey N Yoffe offer?
Jeffrey N Yoffe specializes in Investment Management, Fee-Only Advisory. Contact their office in LEMOYNE, Pennsylvania for a consultation.
What are Jeffrey N Yoffe's credentials?
Jeffrey N Yoffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey N Yoffe located?
Jeffrey N Yoffe is based in LEMOYNE, Pennsylvania, working with YOFFE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LEMOYNE metropolitan area and surrounding communities.
How does Jeffrey N Yoffe charge for services?
Jeffrey N Yoffe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YOFFE INVESTMENT MANAGEMENT, LLC?
YOFFE INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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