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They include 1,313 individual clients, 391 high-net-worth individuals, and 117 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jaffe Tilchin Investment Partners offer?","answer":"Jaffe Tilchin Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jaffe Tilchin Investment Partners charge?","answer":"Jaffe Tilchin Investment Partners charges up to 2.00% a year for its Jaffe Tilchin Asset Management Fees for Retail Clients.","source":"JAFFE TILCHIN ADV 2A DISCLOSURE BROCHURE, filed 1 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jaffe Tilchin Investment Partners use?","answer":"Jaffe Tilchin Investment Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.88B, Raymond James & Associates, Inc. (St. Petersburg, FL), with $191M and Charles Schwab & Co., Inc. (Westlake, TX), with $175M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jaffe Tilchin Investment Partners have?","answer":"Jaffe Tilchin Investment Partners has 36 investment adviser representatives registered with state securities authorities, out of 39 employees, and 36 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jaffe Tilchin Investment Partners invest in?","answer":"At the end of its last fiscal year, Jaffe Tilchin Investment Partners’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds, 2% other, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: Structured Notes. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jaffe Tilchin Investment Partners?","answer":"Jaffe Tilchin Investment Partners is owned through a holding company by Giancarlo Troncoso, Louis Tilchin and Scott Jaffe. Its direct owners are Jaffe Tilchin Wealth Management, Inc. (75% or more) and Jaffe Tilchin Wealth (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jaffe Tilchin Investment Partners get paid?","answer":"Jaffe Tilchin Investment Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Jaffe Tilchin Investment Partners registered with the SEC?","answer":"Yes, Jaffe Tilchin Investment Partners has been registered with the SEC as an investment adviser since 18 April 2007. Its CRD number is 143608 and its SEC file number is 801-67720.","source":"Form ADV Part 1A, Item 1, filed 1 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Jaffe Tilchin Investment Partners?","answer":"Jaffe Tilchin Investment Partners’ main office is at 15350 N. Florida Ave., Tampa, FL 33613. Its phone number is 813-963-2500. Its website is jaffetilchin.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}