Tandem Investment Partners, LLC

Tandem Investment Partners, LLC (CRD# 172309) is a financial advisory firm headquartered in Princeton, NJ. They manage $74,790,442 in 211 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $354,457
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NJ, NY, PA, TX

Financial Advisors at Tandem Investment Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Fredric P. Lutcher
CRD#: 1021667
29 Emmons Drive, Suite A5, Princeton, NJ 08540
96
Wealthminder
score

Fredric Lutcher (CRD# 1021667) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Princeton, NJ and has over 30 years of experience in the finance industry.

2
James B. Maze
CRD#: 1746172
29 Emmons Drive, Suite A5, Princeton, NJ 08540
96
Wealthminder
score

James Maze (CRD# 1746172) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Princeton, NJ and has over 29 years of experience in the finance industry.

3
Barbara J. Tweedy
CRD#: 2618152
Prescott, AZ
93
Wealthminder
score

Barbara Tweedy (CRD# 2618152) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Prescott, AZ and has over 17 years of experience in the finance industry.

4
Thomas J. Dauria
CRD#: 2835589
29 Emmons Drive, Suite A5, Princeton, NJ 08540
90
Wealthminder
score

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.

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