Tandemgrowth Financial Advisors, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 125490
- Registered since
- April 9, 2014
- Website
- www.tandemgrowth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.24%
- Individuals10.34%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tandemgrowth Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its billing is a mix of percentage‑of‑AUM and fixed fees. Tandemgrowth identifies as a capital allocator and reports being an active ESG investor, which suggests ESG considerations are integrated into its manager selection and portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$98.5M in ETFs
24%
$23.1M
77%
$75.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $31.2M | 243,295 | 31.63% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3820 Mansell Rd
- Time zone
- ET (UTC-5)
- Office locations
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