TANDEM INVESTMENT ADVISORS INC

145 King Street
Suite 400
Charleston, South Carolina 29401-2229
Tel: 843-720-3413

About TANDEM INVESTMENT ADVISORS INC

TANDEM INVESTMENT ADVISORS INC, formally registered with the SEC as TANDEM INVESTMENT ADVISORS INC. The firm was established in 09/15/2000. They have over 1 offices throughout the country.

TANDEM INVESTMENT ADVISORS INC is a Charleston, South Carolina based Financial Planning firm with nearly $3,239,657,732 assets under management, offering retirement planning & investment advisory services to 9811 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109392
SEC#	801-57846
Assets Managed by Firm	$3,239,657,732
No. of Clients	9811
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (UMA MODEL PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	9811	$3,239,657,732
Individuals (other than high net worth individuals)	9585	$2,997,663,949
Charitable organizations	17	$17,213,261
Corporations or other businesses	199	$164,638,645

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LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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