Jaffe Tilchin Investment Partners, LLC

RIASEC Registered

Total AUM

$2.4B

Discretionary

$2.2B

92% of AUM

Avg account

$476K

Accounts

5,136

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 143608
Registered since: April 18, 2007
Website: jaffetilchin.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI55.38%
Corporations / Businesses18.45%
Individuals14.65%
Pension & Profit Sharing Plans9.63%
Charitable Organizations1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Jaffe Tilchin Investment Partners, LLC is an independent registered investment adviser that provides portfolio management and financial planning for individuals, families and institutional clients. The firm is SEC-registered (initial registration year 2007) and operates as a limited liability company. Its advisory services include portfolio management for individuals and pooled vehicles, pension consulting services, selection of other advisers, and educational seminars. Fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm acts as a capital allocator and is not identified as an active ESG investor.