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YOFFE INVESTMENT MANAGEMENT, LLC

dba YOFFE INVESTMENT MANAGEMENT, LLC · CRD 173454 · Registered Investment Adviser

YOFFE INVESTMENT MANAGEMENT, LLC is a Registered Investment Adviser headquartered in LEMOYNE, PA. The firm reports $174,894,091 in regulatory assets under management across 46 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$174,894,091
Non-discretionary$0
Total RAUM$174,894,091
Accounts46

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 173454. adviserinfo.sec.gov/firm/summary/173454.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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