Jaffetilchin Investment Partners LLC
Legal Name: JAFFE TILCHIN INVESTMENT PARTNERS, LLC
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Jaffetilchin Investment Partners LLC is legally known as JAFFE TILCHIN INVESTMENT PARTNERS, LLC. It is a FL Limited Liability Company. This firm has 25 employees, of which 18 are employees in advisory roles. It serves 28 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 18, 2007.
Home - Jaffe Tilchin Wealth Management and Insurance Services
About UsOur Services About UsWho we areJaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. Our firm has assembled …
Direct Owners
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BRETT DAVID WITKOWSKI
PORTFOLIO MANAGER owns less than 5%
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LOUIS MEYERS TILCHIN
MANAGING PARTNER owns more than 25% but less than 50%
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MICHAEL SCOTT JONES
CHIEF COMPLIANCE OFFICER owns less than 5%
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SCOTT ALAN JAFFE
MANAGING PARTNER owns more than 25% but less than 50%
Firms Located Nearby
- Municipal BOND Portfolio Analysis LLC
- Sutton Wealth Advisors Inc
- VINIK ASSET MANAGEMENT LP
- Wealth Advisors of Tampa BAY LLC
- Rutherford Asset Planning Inc
- Circularis Partners LP
- Bayshore Capital Advisors LLC
- Gator Capital Management LLC
- Kopernik Global Investors LLC
- Healthedge Investment Partners LLC
Top Holdings
- ISHARES TR CORE S&P TTL STK $58,131k
- FIRST TR VALUE LINE DIVID IN $15,616k
- ISHARES TR $15,152k
- FIRST TR EXCHANGE-TRADED FD $12,339k
- Apple Inc $10,855k
- FIRST TR EXCHANGE TRADED FD $8,540k
- ISHARES TR RUS 1000 ETF $5,858k
- INVESCO QQQ TR UNIT SER 1 $4,106k
- ATHENEX INC $3,745k
- ISHARES $3,735k