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Jeffrey N Yoffe

YOFFE INVESTMENT MANAGEMENT, LLC·LEMOYNE, Pennsylvania
Clean record11 years registeredYOFFE 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

YOFFE INVESTMENT MANAGEMENT, LLC
Nov 2014 – present
02

Registrations & Exams

Registration record
First registered · November 10, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
YOFFE INVESTMENT MANAGEMENT, LLC
CRD 173454 · SEC 801-80569
AUM
$135M
Regulatory assets under management
Employees
1
44 client accounts
Services offered by YOFFE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at YOFFE INVESTMENT MANAGEMENT, LLC →
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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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