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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