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TANDEM WEALTH ADVISORS
1850 N. Central Avenue, Suite 330
Phoenix, Arizona 85004
Tel: 602-297-8600
About TANDEM WEALTH ADVISORS
TANDEM WEALTH ADVISORS, formally registered with the SEC as TANDEM WEALTH ADVISORS. The firm was established in 04/26/2019. They have over 3 offices throughout the country.
TANDEM WEALTH ADVISORS is a Phoenix, Arizona based Financial Planning firm with nearly $196,599,088 assets under management, offering retirement planning & investment advisory services to 657 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157794 |
| SEC# | 801-115170 |
| Assets Managed by Firm | $196,599,088 |
| No. of Clients | 657 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 657 | $196,599,088 |
| Individuals (other than high net worth individuals) | 168 | $56,506,256 |
| High net worth individuals | 54 | $109,978,755 |
| Pension and profit sharing plans | 58 | $15,650,871 |
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