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Building 2TANDEM FINANCIAL, LLC

Map pinGREENWOOD VILLAGE, CO
Phone(720) 845-5700
NotebookSEC #801-122130
Total AUM
$541.8M
Employees
6
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8400 E. PRENTICE AVE.
SUITE 1360
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(720) 845-5700

ReceiptFinancials

Total AUM
$541.8M
Accounts
1,406
Discretionary
$513.4M
Accounts
1,391
Non-Discretionary
$28.4M
Accounts
15

ContactClients

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Individual Clients
312
AUM
$90.2M
HNW Individual Clients
135
AUM
$409.2M
Pension/Profit Sharing Plan Clients
1
AUM
$823.7K
Charitable Organization Clients
5
AUM
$40.4M
Corporation or Business Clients
4
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMTTXUTWA

HandshakeAffiliates

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

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