Yoffe Investment Management, LLC
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
FINTRXOverview
Yoffe Investment Management, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and in business since 2014. The firm is owner-operated and serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services are focused on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not classified as a capital allocator, and is not set up as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities34%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jeffrey Yoffe
LawyerCRD 6406293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$42.8M in ETFs
99%
$42.4M
0%
$342K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $4.3M | 14,338 | 10.16% |
Location
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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