Michael
Tilchin

Jaffe Tilchin Investment Partners, LLC

CRD#7331175
Investment Advisor
in Tampa, FL

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About this Advisor

Michael Tilchin is a financial advisor based in Tampa, Florida, working with Jaffe Tilchin Investment Partners, LLC. Michael has previously held positions at Tilchin & Associates, Lm Consulting, and Jaffe Tilchin Wealth Management. Michael has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Jaffe Tilchin Investment Partners, LLC, which operates out of Tampa, Florida. The firm has 30 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jaffe Tilchin Investment Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

15350 N. Florida Ave.
Tampa, FL 33613

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Jaffe Tilchin Investment Partners, LLC Brokerage Details

Total Assets Under Management

$1,466,774,635

FL Average: $1,855,561,029
Total Number of Employees

30

FL Average: 62
Total Number of Accounts

1,443

FL Average: 2,474
Average Account Size

$1,016,476

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Tilchin Work History

2020 - Present (5 years)

Jaffe Tilchin Wealth Management

2015 - 2016 (1 year)

Lm Consulting

2010 - 2020 (10 years)

Tilchin & Associates

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Tilchin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jaffe Tilchin Investment Partners, LLC

Giancarlo Troncoso
Tampa, FL
Kyle Wright
Tampa, FL
Allison Roper
Tampa, FL
Richard Critelli
Woodstock, GA
Seema Jain
Tampa, FL
Peter Emmanuel
Tampa, FL
Darren Turner
Wesley Chapel, FL
David Pearlman
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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