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TANDEMGROWTH FINANCIAL ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#125490
SEC#801-79425
Assets Managed by Firm$235,102,287
No. of Clients682
No. of Advisors4

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 ClientsAUM
Firm Total682$235,102,287
Individuals (other than high net worth individuals)87$39,882,047
High net worth individuals107$193,751,017
Charitable organizationsFewer than 5 clients$1,469,223

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