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TANDEM INVESTMENT ADVISORS INC
CRD 109392 · SEC 801-57846
145 KING STREET, SUITE 400, CHARLESTON, SC, 29401-2229, United States
Phone
843-720-3413
Fax
843-720-3417
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.45B
Discretionary AUM
$3.45B
Team
18 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)UMA MODEL PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10230 | $3.25B |
| Banking/thrift institutions | 7 | $33.9M |
| Investment companies | 1 | $28.0M |
| Charitable organizations | 12 | $12.0M |
| Corporations/business entities | 182 | $129.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD