Tandem Financial, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 292565
- Registered since
- August 19, 2021
- Website
- www.tandem-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.53%
- Individuals16.64%
- Charitable Organizations7.45%
- Corporations / Businesses0.24%
- Pension & Profit Sharing Plans0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tandem Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and identifies itself as a capital allocator, working with both individual/family and institutional clients. Compensation comes through a mix of percentage-of-assets fees and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and the selection of outside advisers. The firm is not identified as an active ESG investor and maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds27%
- US Government Bonds9%
- Private Funds7%
- Cash & Cash Equivalents2%
Contacts
3 of 6Christopher Meyer
PrincipalCRD 6551031
Ryan Erickson
Co-FounderCRD 3128391
Thomas Brown
ParaplannerCRD 8211404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$275M in ETFs
83%
$229M
15%
$45.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $42.5M | 65,017 | 15.46% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8400 E Prentice Ave
- Time zone
- MT (UTC-7)
- Office locations
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