RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control
YOFFE, JEFFREY, NISOLE MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Oct 10, 2025 REGISTERED

Notice Filings (2)

LA PA

Address

2 LEMOYNE DRIVE
SUITE 100
LEMOYNE, PA 17043
United States
Phone: 717-343-1120