1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TANDEM INVESTMENT ADVISORS INC

Map pinCHARLESTON, SC
Phone843-720-3413
NotebookSEC #801-57846
Total AUM
$3.5B
Employees
18
Clients
10,432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 KING STREET
SUITE 400
CHARLESTON
SC 29401-2229
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
843-720-3413

ReceiptFinancials

Total AUM
$3.5B
Accounts
10,432
Discretionary
$3.5B
Accounts
10,432
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
10,230
AUM
$3.2B
Banking Clients
7
AUM
$33.9M
Investment Company Clients
1
AUM
$28M
Charitable Organization Clients
12
AUM
$12M
Corporation or Business Clients
182
AUM
$129.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
UMA MODEL PROVIDER
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account