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 $1,235,384,117 assets under management, offering retirement planning & investment advisory services to 3488 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143608
SEC#	801-67720
Assets Managed by Firm	$1,235,384,117
No. of Clients	3488
No. of Advisors	31

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3488	$1,235,384,117
Individuals (other than high net worth individuals)	1052	$319,748,376
High net worth individuals	209	$816,344,129
Pension and profit sharing plans	61	$86,339,596
Charitable organizations	5	$1,327,576
Corporations or other businesses	25	$11,624,440

Inquire with JAFFE TILCHIN INVESTMENT PARTNERS, LLC

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