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TANDEM INVESTMENT ADVISORS INC

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

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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 StatusApproved
Firm CRD#109392
SEC#801-57846
Assets Managed by Firm$3,239,657,732
No. of Clients9811
No. of Advisors14

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 ClientsAUM
Firm Total9811$3,239,657,732
Individuals (other than high net worth individuals)9585$2,997,663,949
Charitable organizations17$17,213,261
Corporations or other businesses199$164,638,645

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