Tandemgrowth Financial Advisors, LLC
● SEC registered since 2014CRD 125490SEC# 801-79425Alpharetta, GA
Reg. AUM
$297M
Employees
4
Accounts
664
Location
Alpharetta, GA
Tandemgrowth Financial Advisors, LLC assets under management
Tandemgrowth Financial Advisors, LLC operates as an SEC-registered investment adviser based in Alpharetta, GA. The firm has been registered since 2014. It reports $297 million in regulatory assets under management and employs 4 people.
Tandemgrowth Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon Jeffrey Bernier Control | Member, President, Chief Compliance Officer, And Wealth Advisor | Over 75% | 2000 |
Frequently asked questions
How much does Tandemgrowth Financial Advisors, LLC manage?
Tandemgrowth Financial Advisors, LLC reports $297 million in regulatory assets under management on its Form ADV.
How many employees does Tandemgrowth Financial Advisors, LLC have?
Tandemgrowth Financial Advisors, LLC reports 4 employees.
Where is Tandemgrowth Financial Advisors, LLC located?
Tandemgrowth Financial Advisors, LLC is based in Alpharetta, GA and has been SEC-registered since 2014.
Does Tandemgrowth Financial Advisors, LLC disclose fund performance?
Tandemgrowth Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3820 Mansell Road, Suite T30, Alpharetta, GA 30022 |
| Phone | 770-641-6360 |
| Fax | 770-641-6361 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$297M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$297Mregulatory AUM
Discretionary $295.8MNon-discretionary $1.2M