TANDEM VIEWS INVESTMENT SERVICES, LLC

TANDEM VIEWS INVESTMENT SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 281611). Regulatory assets under management: $7.6M.

Registration

• CRD: 281611
• Type: Registered investment adviser
• Location: 5 CENTERPOINTE DRIVE, LAKE OSWEGO, OR, 97035-8661
• Phone: 503-781-4078
• Latest filing: 2026-03-17
• Regulatory AUM: $7.6M
• Non-discretionary AUM: $7.6M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search