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JAFFE TILCHIN INVESTMENT PARTNERS, LLC
TAMPA, FL
813-963-2500
SEC #801-67720Total AUM
$2.4B
Employees
39Clients
1,892Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15350 N. FLORIDA AVE.
TAMPA
FL 33613
United States
TAMPA
FL 33613
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
813-963-2500
Other Offices
2
Financials
Total AUM
$2.4B
Accounts
5,136Discretionary
$2.2B
Accounts
5,078Non-Discretionary
$198.3M
Accounts
58
Clients
Individual Clients
1,313AUM
$358.2M
HNW Individual Clients
391AUM
$1.4B
Pooled Vehicle Clients
1AUM
$1.5M
Pension/Profit Sharing Plan Clients
117AUM
$235.6M
Charitable Organization Clients
10AUM
$39.4M
Investment Advisor Clients
1AUM
$5.2M
Corporation or Business Clients
59AUM
$451.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.