Overview
Assets Under Management: $3.4 billion
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 4
Average Client Assets: $789 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.00
Average High-Net-Worth Client Assets: $789 million
Total Client Accounts: 10,162
Discretionary Accounts: 10,162
Regulatory Filings
CRD Number: 109392
Filing ID: 2009367
Last Filing Date: 2025-08-29 12:09:00
Website: https://tandemadvisors.com