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Home > Retirement Planners > pennsylvania > lemoyne > YOFFE INVESTMENT MANAGEMENT, LLC
YOFFE INVESTMENT MANAGEMENT, LLC
2 Lemoyne Drive
Suite 100
Lemoyne, Pennsylvania 17043
Tel: 717-343-1120
About YOFFE INVESTMENT MANAGEMENT, LLC
YOFFE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as YOFFE INVESTMENT MANAGEMENT, LLC. The firm was established in 11/10/2014. They have over 1 offices throughout the country.
YOFFE INVESTMENT MANAGEMENT, LLC is a Lemoyne, Pennsylvania based Financial Planning firm with nearly $149,705,088 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173454 |
| SEC# | 801-80569 |
| Assets Managed by Firm | $149,705,088 |
| No. of Clients | 47 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $149,705,088 |
| Individuals (other than high net worth individuals) | 3 | $1,524,931 |
| High net worth individuals | 10 | $148,135,280 |
| Charitable organizations | 1 | $44,877 |
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