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TANDEM VIEWS INVESTMENT SERVICES, LLC
CRD 281611
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035-8661, United States
Phone
503-781-4078
Fax
503-765-5357
Registration
— (—)
Source
State registered
Total AUM
$7.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD