Tandem Private Wealth, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 342827
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Tandem Private Wealth, LLC is a limited liability company owned by an individual and positioned as a fee-based advisory practice that charges a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm lists industry affiliations with an insurance company and a real estate broker. The profile indicates the firm does not position itself as an ESG investor.
Assets & Accounts
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
Contacts
1 of 1
Christopher Lazaro
Investment Advisor RepresentativeCRD 8188644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1881 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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