National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > florida > tampa > JAFFE TILCHIN INVESTMENT PARTNERS, LLC

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

15350 N. Florida Ave.
Tampa, Florida 33613
Tel: 813-963-2500

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#143608
SEC#801-67720
Assets Managed by Firm$1,466,774,635
No. of Clients1443
No. of Advisors30

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 ClientsAUM
Firm Total1443$1,466,774,635
Individuals (other than high net worth individuals)981$252,734,718
High net worth individuals201$515,550,005
Pension and profit sharing plans61$98,827,680
Charitable organizations6$8,012,966
Corporations or other businesses40$325,585,383

More Retirement Planning firms in Tampa, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$433,814,330,581107002813966
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$397,045,307,119262932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$344,868,106,92510302086727
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$120,567,542,959727189
CORIENT
830 Brickell Plaza, Suite 4800
Miami, FL, 33131
$118,191,936,09597020845

Explore More Retirement Advisors in Tampa, Florida