Jaffe Tilchin Investment Partners, LLC is a large advisory firm based in Tampa. It manages $680.4 million of regulatory assets for 2,010 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, California, Florida, and 14 other states.
Jaffe Tilchin Investment Partners provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jaffe Tilchin Investment Partners, LLC is $680.4 million. $182 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Jaffe Tilchin Investment Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jaffe Tilchin Investment Partners is high net worth individuals with 113 clients and $518.84 million of assets under management. Among the 6 most similar advisory firms, Jaffe Tilchin Investment Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $680.4 million for 732 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jaffe Tilchin Investment Partners doesn't advise any private funds.
The company employs 25 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jaffe Tilchin Investment Partners, LLC performs its advisory services is located at 15350 N. Florida Ave., Tampa, FL 33613, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-963-2500 or by fax 866-804-2637. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at jaffetilchin.com.