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Jaffetilchin Investment Partners, LLC

Jaffetilchin Investment Partners, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Jan. 9, 2020
    • $680.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $338.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

20

name start date
Donald Michael Rhomberg
October 2008
Giancarlo Troncoso
May 2016
Louis Meyers Tilchin
June 2007
Brett David Witkowski
February 2009
Marc D Ardizzone
June 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Deborah Rosenthal Pa -- --
    Jaffe Tilchin Wealth Management -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Louis Meyers Tilchin Managing Partner December, 2008 25% to 50%
      Scott Alan Jaffe Managing Partner December, 2008 25% to 50%
      Michael Scott Jones Chief Compliance Officer December, 2008 less than 5%
      Brett David Witkowski Portfolio Manager October, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees