|
⚲
|
| Keyboard |
| Tandemgrowth Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 125490 |
| SEC # | 801-79425 |
| CIK # | 0002110449 |
| AUM | 297.0 M (2026-03-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 770-641-6360 |
| Address | 3820 Mansell Road Alpharetta, GA 30022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 0.6 | ||
| Lilly Eli & Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 30.7 |
| (b) Individuals (high net worth individuals) | 135 | 265.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 664 | 297.0 |
| By Discretionary | ||
| Discretionary | 658 | 295.8 |
| Non-Discretionary | 6 | 1.2 |
| Total | 664 | 297.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.0 | |
| Total | 664 | 297.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110449] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trend Trade Pro LLC
✚
|
CA | 298.3 M |
|
Marshall Investment Management LLC
✚
|
CO | 298.0 M |
|
ITS Asset Management LP
✚
|
CT | 297.8 M |
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 297.3 M |
|
Opinicus Capital Inc
✚
|
FL | 297.1 M |
|
Matters Capital LLC
✚
|
FL | 296.8 M |
|
USA Financial Securities LLC
✚
|
MI | 296.5 M |
|
Austin Money Management Corporation
✚
|
TX | 296.1 M |
|
Palatine Hill LLC
✚
|
MI | 295.9 M |
|
Orchid Advisory LLC
✚
|
TX | 295.7 M |