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Home > Retirement Planners > georgia > alpharetta > TANDEMGROWTH FINANCIAL ADVISORS, LLC
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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