|
⚲
|
| Tandem Financial LLC
✚
|
|
|---|---|
| CRD # | 292565 |
| SEC # | 801-122130 |
| CIK # | 0002049157 |
| AUM | $541.8 M (2026-06-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 720-845-5700 |
| Address | 8400 E Prentice Ave Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 5.8 | ||
| Perth MINT Physical Gold ETF | 5.5 | ||
| SPDR Gold Trust | 4.3 | ||
| Microsoft Corp | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 90.2 |
| (b) Individuals (high net worth individuals) | 135 | 409.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 5 | 40.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,406 | 541.8 |
| By Discretionary | ||
| Discretionary | 1,391 | 513.4 |
| Non-Discretionary | 15 | 28.4 |
| Total | 1,406 | 541.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.8 | |
| Total | 1,406 | 541.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002049157] |
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|---|---|---|
|
Headwater Investment Consulting Inc
✚
|
OR | 0.5 |
|
Gravitalix Financial LLC
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|
FL | 0.5 |
|
Planning Directions Inc
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PA | 0.5 |
|
Juno Financial Group LLC
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VA | 0.5 |
|
Beacon Investment Advisors LLC
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|
MD | 0.5 |
|
Shorehaven Wealth Partners LLC
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|
NJ | 0.5 |
|
BCGM Wealth Management LLC
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|
IN | 0.5 |
|
Relation Wealth Management Inc
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|
OK | 0.5 |
|
Compound Family Offices LLC
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|
FL | 0.5 |
|
Gray Private Wealth LLC
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|
MA | 0.5 |