TANDEM FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$541,816,993
Discretionary
$513,444,435
Non-discretionary
$28,372,558
Firm details
- CRD number
- 292565
- SEC file number
- 801-122130
- Main office
- GREENWOOD VILLAGE, CO, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.TANDEM-FINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.