3820 Mansell Road
Suite T30
Alpharetta, Georgia 30022
Tel: 770-641-6360
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
Explore More Retirement Advisors in Alpharetta, Georgia