Tandem Investment Advisors Review

Trust Score 96%
Trust Score info_outline

Tandem Investment Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 3 advisors. Tandem Investment Advisors manages $575.5 million and provides investment advisory services for 1,489 clients (1:497 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $500,000
Avg Account Balance $386,504
Hybrid Advisor No
Disciplinary History No
Total AUM $575.5 million
Advisor / Client Ratio 1:497
Headquarters Charleston, SC
SEC Filings Forms and Brochures
State(s) Registered AR, CA, CO, FL, GA, IL, LA, ME, MD, MA, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WV, WI

Questions & Answers

Get answers about Tandem Investment Advisors

Ask a question question_answer