TANDEMGROWTH FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 125490
- Registered since
- April 9, 2014
- Website
- www.tandemgrowth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.24%
- Individuals10.34%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tandemgrowth Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Compensation is primarily a percentage of assets under management, with fixed-fee arrangements also used. Tandemgrowth identifies as a capital allocator and reports active consideration of ESG factors in its investment process. It is structured as a single-owner firm and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Contacts
3 of 3MONA KUHLMAN
Wealth AdvisorCRD 3195400
JAMIE STOLZ
Director of OperationsCRD 5681635
JON BERNIER
President & Wealth AdvisorCRD 1540739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$105M in ETFs
21%
$22.1M
79%
$83.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $26.8M | 240,833 | 25.45% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3820 Mansell Rd
- Time zone
- ET (UTC-5)
- Office locations
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