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Home > Retirement Planners > new jersey > bordentown > TANDEM INVESTMENT PARTNERS, LLC
TANDEM INVESTMENT PARTNERS, LLC
3 Third Street
Suite 215
Bordentown, New Jersey 08505
Tel: 609-452-2100
About TANDEM INVESTMENT PARTNERS, LLC
TANDEM INVESTMENT PARTNERS, LLC, formally registered with the SEC as TANDEM INVESTMENT PARTNERS, LLC. The firm was established in 07/07/2021. They have over 3 offices throughout the country.
TANDEM INVESTMENT PARTNERS, LLC is a Bordentown, New Jersey based Financial Planning firm with nearly $158,815,600 assets under management, offering retirement planning & investment advisory services to 423 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172309 |
| SEC# | 801-121703 |
| Assets Managed by Firm | $158,815,600 |
| No. of Clients | 423 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (PENSION ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 423 | $158,815,600 |
| Individuals (other than high net worth individuals) | 154 | $34,724,342 |
| High net worth individuals | 31 | $107,206,048 |
| Pension and profit sharing plans | 2 | $16,885,210 |
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