RIA Intel›Advisers›Oregon›TANDEM VIEWS INVESTMENT SERVICES, LLC

TANDEM VIEWS INVESTMENT SERVICES, LLC

Advisory

LAKE OSWEGO, OR

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$217K

across 35 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

RIO FINANCIAL PLANNING, LLC

$8M

KAWASAKI FINANCIAL, LLC

$8M

DISTRIBUTION CONSULTANTS, INC.

$7M

HENDERSON ASSET MANAGEMENT, LLC

$7M

BLUEWATER FINANCIAL, INC.

$8M

PARADISE ADVISOR GROUP LLC

$8M

Get the full picture on TANDEM VIEWS INVESTMENT SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TANDEM VIEWS INVESTMENT SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans