TANDEMGROWTH FINANCIAL ADVISORS, LLC

3820 Mansell Road
Suite T30
Alpharetta, Georgia 30022
Tel: 770-641-6360

About TANDEMGROWTH FINANCIAL ADVISORS, LLC

TANDEMGROWTH FINANCIAL ADVISORS, LLC, formally registered with the SEC as TANDEMGROWTH FINANCIAL ADVISORS, LLC. The firm was established in 04/09/2014. They have over 1 offices throughout the country.

TANDEMGROWTH FINANCIAL ADVISORS, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $235,102,287 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125490
SEC#	801-79425
Assets Managed by Firm	$235,102,287
No. of Clients	682
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	682	$235,102,287
Individuals (other than high net worth individuals)	87	$39,882,047
High net worth individuals	107	$193,751,017
Charitable organizations	Fewer than 5 clients	$1,469,223

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