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Building 2TANDEM WEALTH ADVISORS

Map pinPHOENIX, AZ
Phone602-297-8600
NotebookSEC #801-115170
Total AUM
$261.5M
Employees
7
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1850 N. CENTRAL AVENUE, SUITE 330
PHOENIX
AZ 85004
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
602-297-8600
Other Offices
3

ReceiptFinancials

Total AUM
$261.5M
Accounts
736
Discretionary
$255.8M
Accounts
711
Non-Discretionary
$5.7M
Accounts
25

ContactClients

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Individual Clients
155
AUM
$39M
HNW Individual Clients
96
AUM
$191.2M
Pooled Vehicle Clients
5
AUM
$16M
Pension/Profit Sharing Plan Clients
54
AUM
$15.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAMTNHNYOHORPASCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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