1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2YOFFE INVESTMENT MANAGEMENT, LLC

Map pinLEMOYNE, PA
Phone717-343-1120
NotebookSEC #801-80569
Total AUM
$174.9M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 LEMOYNE DRIVE
SUITE 100
LEMOYNE
PA 17043
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
717-343-1120

ReceiptFinancials

Total AUM
$174.9M
Accounts
46
Discretionary
$174.9M
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2
AUM
$1.6M
HNW Individual Clients
10
AUM
$173.2M
Charitable Organization Clients
1
AUM
$51.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account