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Home > Retirement Planners > connecticut > farmington > JAFFE TILCHIN INVESTMENT PARTNERS, LLC
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
15350 N. Florida Ave.
Tampa, Florida 33613
Tel: 813-963-2500
About JAFFE TILCHIN INVESTMENT PARTNERS, LLC
JAFFE TILCHIN INVESTMENT PARTNERS, LLC, formally registered with the SEC as JAFFE TILCHIN INVESTMENT PARTNERS, LLC. The firm was established in 04/18/2007. They have over 1 offices throughout the country.
JAFFE TILCHIN INVESTMENT PARTNERS, LLC is a Tampa, Florida based Financial Planning firm with nearly $1,466,774,635 assets under management, offering retirement planning & investment advisory services to 1443 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143608 |
| SEC# | 801-67720 |
| Assets Managed by Firm | $1,466,774,635 |
| No. of Clients | 1443 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1443 | $1,466,774,635 |
| Individuals (other than high net worth individuals) | 981 | $252,734,718 |
| High net worth individuals | 201 | $515,550,005 |
| Pension and profit sharing plans | 61 | $98,827,680 |
| Charitable organizations | 6 | $8,012,966 |
| Corporations or other businesses | 40 | $325,585,383 |
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