JAFFE TILCHIN INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2007

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 SEC-registered RIA formed in 2007 and organized as an LLC. The firm serves individual and family clients as well as institutional investors and functions as a capital allocator, bringing third-party managers into client portfolios. Its advisory services include financial planning, portfolio management for individuals and pooled vehicles, pension consulting, manager selection, and client education programs. Fees are charged via a mix of AUM-based percentages, fixed fees, and performance-based arrangements. The firm does not identify as an active ESG investor.