Assets Under Management
$291.2M
Number of Clients
312
Number of Advisors
5
Average Client AUM
$933K
AUM per Advisor
$58.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tandem Financial offers investment and wealth management services, including discretionary and non-discretionary account management. They allocate assets among various investment types and continuously monitor and rebalance portfolios. Financial planning services are also available, covering investment, retirement, estate, insurance, and tax planning.
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO, 80111