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TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD 125490 · SEC 801-79425
3820 MANSELL ROAD, SUITE T30, ALPHARETTA, GA, 30022, United States
Phone
770-641-6360
Fax
770-641-6361
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.0M
Discretionary AUM
$295.8M
Team
4 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $30.7M |
| High net worth individuals | 135 | $265.0M |
States served
GA, NC, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD