Tandem Views Investment Services, LLC
Tandem Views Investment Services, LLC (CRD# 281611) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $6,354,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Tandem Views Investment Services, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$158,850
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Tandem Views Investment Services, LLC
1
Teriann Kruse (CRD# 5794629) is an Investment Advisor Representative working at Tandem Views Investment Services, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.