YOFFE INVESTMENT MANAGEMENT, LLC
CRD #173454 SEC #801-80569 LEMOYNE, PA 717-343-1120
SEC Registered
Total AUM
$149.7M
Discretionary
$149.7M
Employees
1
Clients
11
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $149.7M | $149.7M | $0 | 1 | 0 |
| Feb 2025 | $149.7M | $149.7M | $0 | 1 | 0 |
| Feb 2024 | $134.7M | $134.7M | $0 | 1 | 0 |
| Aug 2023 | $119.3M | $119.3M | $0 | 1 | 0 |
| Feb 2023 | $119.3M | $119.3M | $0 | 1 | 0 |
| Jan 2022 | $177.5M | $177.5M | $0 | 1 | 0 |
| Aug 2021 | $154.2M | $154.2M | $0 | 1 | 0 |
| Feb 2021 | $154.2M | $154.2M | $0 | 1 | 0 |
| May 2020 | $142.2M | $142.2M | $0 | 1 | 0 |
| Apr 2020 | $142.2M | $142.2M | $0 | 1 | 0 |
| Jan 2020 | $142.2M | $142.2M | $0 | 1 | 0 |
| Feb 2019 | $118.1M | $118.1M | $0 | 1 | 0 |
| Feb 2018 | $131M | $131M | $0 | 1 | 0 |
| Jan 2017 | $112.1M | $112.1M | $0 | 1 | 11 |
| Feb 2016 | $98.7M | $98.7M | $0 | 1 | 11 |
| May 2015 | $111M | $111M | $0 | 1 | 11 |
| Jan 2015 | $109.6M | $109.6M | $0 | 1 | 11 |
| Oct 2014 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees1
Clients11
DateFeb 2016
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees1
Clients11
DateMay 2015
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees1
Clients11
DateJan 2015
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees1
Clients11
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0