RIA Intel›Advisers›Georgia›TANDEMGROWTH FINANCIAL ADVISORS, LLC

TANDEMGROWTH FINANCIAL ADVISORS, LLC

Advisory

N·ALPHARETTA, GA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$297M
1-Year AUM Growth
+9.8%
3-Year CAGR
+4.6%
Employees
3
Assets Under Management
Total AUM$297M
Discretionary AUM$296M
Non-Discretionary AUM$1M
Discretionary %99.6%
Total Clients196
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingMar 27, 2006
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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