Jaffe Tilchin Investment Partners, LLC

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.2B
92% of AUM
Avg account
$476K
Accounts
5,136
Employees
39
Advisory reps
37

Firm details

Headquarters
Tampa, Florida
CRD number
143608
Registered since
April 18, 2007
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 32%, Cash & Cash Equivalents 7%, US Government Bonds 2%, Other 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents7%
  • US Government Bonds2%
  • Other2%

Contacts

3 of 37
  • Brett Witkowski

    Brett Witkowski

    Investment Advisor Representative, PartnerCRD 5270178

  • Michael Degenova

    Michael Degenova

    Partner, Senior Financial AdvisorCRD 4317221

  • David Pearlman

    David Pearlman

    Partner, Investment Advisor RepresentativeCRD 4077379

Unlock 34 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 333

Active vs passive

$1.4B in ETFs

Passive

77%

$1.1B

Active

22%

$326M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$111M676,5337.77%

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
15350 N Florida Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth