Tandem Financial, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 292565
- Registered since
- August 19, 2021
- Website
- www.tandem-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.53%
- Individuals16.64%
- Charitable Organizations7.45%
- Corporations / Businesses0.24%
- Pension & Profit Sharing Plans0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tandem Financial, LLC is an independent registered investment advisor structured as an LLC that provides portfolio management and financial planning to both individuals and institutions. The firm offers fee arrangements tied to a percentage of assets under management as well as fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. Tandem is not positioned as an ESG-focused allocator and is organized under individual ownership. The firm has been SEC-registered since 2021 and also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds27%
- US Government Bonds9%
- Private Funds7%
- Cash & Cash Equivalents2%
Contacts
3 of 6Christopher Meyer
PrincipalCRD 6551031
Ryan Erickson
Co-FounderCRD 3128391
Thomas Brown
ParaplannerCRD 8211404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$283M in ETFs
82%
$231M
17%
$52.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.1M | 50,823 | 13.43% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8400 E Prentice Ave
- Time zone
- MT (UTC-7)
- Office locations
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