Tandemgrowth Financial Advisors LLC

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Assets, Funds, Holdings

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Tandemgrowth Financial Advisors LLC
CRD #125490
SEC #801-79425
CIK #
AUM $235.1 MM (2024-03-27)
Employees 4 (75% Investors, 0% Brokers)
Phone770-641-6360
Address3820 Mansell Road
Alpharetta, GA 30022
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
2502001501005002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 87 39.9
(b) Individuals (high net worth individuals) 107 193.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 682 235.1
By Discretionary
Discretionary 676 234.1
Non-Discretionary 6 1.0
Total 682 235.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 235.1
Total 682 235.1
Comparable Firms State AUM ($BB)
Capital Wealth Alliance LLC
AZ 0.2
Sanctuary Wealth Advisors LLC
CO 0.2
Accordant Advisory Group Inc
MD 0.2
Nautilus Advisors LLC
CA 0.2
Bradley Wealth LLC
AZ 0.2
American Retirement Planning Group Inc
NV 0.2
Auspicious Financial Planning LLC
CA 0.2
RP Boggs & Co
SC 0.2
Monere Wealth Management Inc
IL 0.2
Global Wealth Management LLC
NJ 0.2
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