Ficadenti Tandon Asset Management, Inc.

Overview

Ficadenti Tandon Asset Management, Inc. is a small, client-focused advisory firm that concentrates on discretionary portfolio management for individuals and families, with additional work for small businesses. The firm combines traditional equity allocations with a range of external alternative managers, and it offers advisory services that include pension consulting and educational seminars and workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and the ability to structure performance-based fees for certain engagements. Investment activity shows a clear preference for publicly traded equities as the primary vehicle for client portfolios, paired with allocations to third-party alternative managers. The firm’s approach appears to emphasize liquidity and cost-efficient implementation through exchange-traded products while supplementing core holdings with mutual funds and corporate debt to manage income and risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices