Tandem Investment Partners, LLC
Tandem Investment Partners, LLC (CRD# 172309) is a financial advisory firm headquartered in Princeton, NJ. They manage $158,815,600 in 423 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Tandem Investment Partners, LLC
By the Numbers
-
Total Assets Under Management159MILLION
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Total Number of Accounts423ACCOUNTS
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Average Account Value$375,451
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, NH, NJ, NY, PA, TX
Financial Advisors at Tandem Investment Partners, LLC
1
Thomas Dauria (CRD# 2835589) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Princeton, NJ and has 1 year of experience in the finance industry.
2
Barbara Tweedy (CRD# 2618152) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Prescott, AZ and has over 25 years of experience in the finance industry.
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