Y
$174.9M Total AUM
$174.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-10-2014
- Office Locations
- 1
Office Locations
2 Lemoyne Drive Suite 100 Lemoyne PA
About Yoffe Investment Management, LLC
Yoffe Investment Management, LLC is a Lemoyne-based RIA. The firm has been operating for 11 years. Managing $174.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$174.9M AVG AUM / ADVISOR
$13.5M AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY N YOFFE
Chief Compliance Officer
- CRD
- #6406293
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,894,091 | $3,802,045 |
| Non-Discretionary | $0 | -- |
| Total | $174,894,091 | $3,802,045 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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