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 registered investment adviser formed as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has provided advisory services since 2007 and charges clients via a mix of percentage-of-AUM, fixed fees, and performance-based arrangements. Its advisory scope includes financial planning, portfolio management for individuals/small businesses and pooled vehicles, pension consulting, manager selection, and educational seminars. The firm reports relationships with outside professionals such as accountants, insurance companies, and real estate brokers and does not identify as an active ESG investor.