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YOFFE INVESTMENT MANAGEMENT, LLC

LEMOYNE, PA · CRD 173454 · IAPD ↗ · 717-343-1120

$174.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2025 — YOFFE INVESTMENT MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.