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| Happy Holidays!! thanks for using AUM13F!! |
| Tandem Financial LLC
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| CRD # | 292565 |
| SEC # | 801-122130 |
| CIK # | 0002049157 |
| AUM | $291.2 M (2025-03-21) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 720-845-5700 |
| Address | 8400 E Prentice Ave Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 4.2 | ||
| Philip Morris International Inc | 2.9 | ||
| SPDR Gold Trust | 2.8 | ||
| Microsoft Corp | 2.4 | ||
| Apple Inc | 1.7 | ||
| Fortress Value Acquisition Corp | 1.5 | ||
| Carrier Global Corp | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 93.1 |
| (b) Individuals (high net worth individuals) | 70 | 166.2 |
| (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 | 0 | 0.7 |
| (h) Charitable organizations | 0 | 30.5 |
| (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 | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 997 | 291.2 |
| By Discretionary | ||
| Discretionary | 983 | 265.9 |
| Non-Discretionary | 14 | 25.3 |
| Total | 997 | 291.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.2 | |
| Total | 997 | 291.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049157] |
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|---|---|---|
|
Pachira Investments Inc
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CA | 0.3 |
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Strategic Wealth Advisors LLC
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0.3 | |
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WA | 0.3 |
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The American Institute for Advanced Investment Management LLP
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|
Demars Financial Group LLC
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WA | 0.3 |
|
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TX | 0.3 |
|
Farther Asset Management LLC
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CA | 0.3 |