15350 N. Florida Ave.
Tampa, Florida 33613
Tel: 813-963-2500
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Tampa, Florida