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JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD 143608 · SEC 801-67720
15350 N. FLORIDA AVE., TAMPA, FL, 33613, United States
Phone
813-963-2500
Fax
866-804-2637
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.45B
Discretionary AUM
$2.25B
Team
39 total employees; 36 advisory reps; 58 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1313 | $358.2M |
| High net worth individuals | 391 | $1.35B |
| Pooled investment vehicles | 1 | $1.5M |
| Pension/profit sharing plans | 117 | $235.6M |
| Charitable organizations | 10 | $39.4M |
| Other investment advisers | 1 | $5.2M |
| Corporations/business entities | 59 | $451.3M |
States served
AL, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, MN, NV, NJ, NY, NC, OH, PA, SC, TN, UT, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD