Yoffe Investment Management, LLC

RIASEC Registered

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$3.8M

Accounts

46

Employees

1

Advisory reps

1

Firm details

Headquarters: Lemoyne, Pennsylvania
CRD number: 173454
Registered since: November 10, 2014
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI99.06%
Individuals0.91%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Yoffe Investment Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2014) and charges clients on a percentage-of-AUM basis. Its client base includes both individual/family clients and institutional investors. Core advisory services are financial planning and portfolio management for individuals and small businesses. The firm is not positioned as an ESG investor and lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds63%
Exchange Traded Equities34%
Cash & Cash Equivalents3%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 59

Active vs passive

$41M in ETFs

Passive

99%

$40.7M

Active

0%

$287K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR SMALL-CAP INDEX FUND (VB)	Vanguard	Passive	Small Blend	$4.1M	14,338	9.96%

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Primary office

Lemoyne, PA

Cumberland

Location

Lemoyne, PA

Headquartered in Lemoyne, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area: Harrisburg-York-Lebanon, PA
Region: Northeast
County: Cumberland
Address: 2 Lemoyne Dr
Time zone: ET (UTC-5)
Office locations

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