TANDEM FINANCIAL, LLC

TANDEM FINANCIAL, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 292565). Regulatory assets under management: $541.8M.

Registration

• CRD: 292565
• SEC file number: 801-122130
• Type: Registered investment adviser
• Location: 8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO, 80111
• Phone: (720) 845-5700
• Latest filing: 2026-08-04
• Regulatory AUM: $541.8M
• Discretionary AUM: $513.4M
• Non-discretionary AUM: $28.4M
• Clients: 6
• Accounts: 1,406

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292565 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search