Tandem Investment Advisors Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

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.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client 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    (CRD # 109392)
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

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