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Tandemgrowth Financial Advisors, LLC

● SEC registered since 2014CRD 125490SEC# 801-79425Alpharetta, GA
Export (members)
Reg. AUM
$258.1M
Employees
4
Accounts
672
Location
Alpharetta, GA

Tandemgrowth Financial Advisors, LLC assets under management

Tandemgrowth Financial Advisors, LLC operates as an SEC-registered investment adviser based in Alpharetta, GA. The firm has been registered since 2014. It reports $258.1 million in regulatory assets under management and employs 4 people.
www.facebook.com/tandemgrowthView on SEC.gov ↗

Tandemgrowth Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jon Jeffrey Bernier ControlMember, President, Chief Compliance Officer, And Wealth AdvisorOver 75%2000

Frequently asked questions

How much does Tandemgrowth Financial Advisors, LLC manage?

Tandemgrowth Financial Advisors, LLC reports $258.1 million in regulatory assets under management on its Form ADV.

How many employees does Tandemgrowth Financial Advisors, LLC have?

Tandemgrowth Financial Advisors, LLC reports 4 employees.

Where is Tandemgrowth Financial Advisors, LLC located?

Tandemgrowth Financial Advisors, LLC is based in Alpharetta, GA and has been SEC-registered since 2014.

Does Tandemgrowth Financial Advisors, LLC disclose fund performance?

Tandemgrowth Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3820 Mansell Road, Suite T30, Alpharetta, GA 30022
Phone770-641-6360
Fax770-641-6361
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$257M
Non-discretionary$1M
Total (RAUM)$258.1M