TANDEM FINANCIAL, LLC
CRD #292565 SEC #801-122130 GREENWOOD VILLAGE, CO (720) 845-5700
SEC Registered
Total AUM
$291.2M
Discretionary
$265.9M
Employees
6
Clients
51
Accounts
997
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $291.2M | $265.9M | $25.3M | 6 | 0 |
| Oct 2025 | $291.2M | $265.9M | $25.3M | 6 | 0 |
| Sep 2025 | $291.2M | $265.9M | $25.3M | 6 | 0 |
| Mar 2025 | $291.2M | $265.9M | $25.3M | 6 | 0 |
| Mar 2025 | $291.2M | $265.9M | $25.3M | 6 | 0 |
| Aug 2024 | $255.1M | $233.2M | $21.9M | 6 | 0 |
| Mar 2024 | $255.1M | $233.2M | $21.9M | 6 | 0 |
| Mar 2023 | $218.7M | $200M | $18.8M | 6 | 0 |
| May 2022 | $224.5M | $199.5M | $25M | 6 | 0 |
| Mar 2022 | $224.5M | $199.5M | $25M | 6 | 0 |
| Jul 2021 | $201.8M | $177.8M | $24M | 4 | 0 |
| Jul 2021 | $201.8M | $177.8M | $24M | 4 | 0 |
| Jul 2018 | $27.7M | $23M | $4.7M | 2 | 0 |
DateDec 2025
Total AUM$291.2M
Discretionary$265.9M
Non-Disc.$25.3M
Employees6
Clients0
DateOct 2025
Total AUM$291.2M
Discretionary$265.9M
Non-Disc.$25.3M
Employees6
Clients0
DateSep 2025
Total AUM$291.2M
Discretionary$265.9M
Non-Disc.$25.3M
Employees6
Clients0
DateMar 2025
Total AUM$291.2M
Discretionary$265.9M
Non-Disc.$25.3M
Employees6
Clients0
DateMar 2025
Total AUM$291.2M
Discretionary$265.9M
Non-Disc.$25.3M
Employees6
Clients0
DateAug 2024
Total AUM$255.1M
Discretionary$233.2M
Non-Disc.$21.9M
Employees6
Clients0
DateMar 2024
Total AUM$255.1M
Discretionary$233.2M
Non-Disc.$21.9M
Employees6
Clients0
DateMar 2023
Total AUM$218.7M
Discretionary$200M
Non-Disc.$18.8M
Employees6
Clients0
DateMay 2022
Total AUM$224.5M
Discretionary$199.5M
Non-Disc.$25M
Employees6
Clients0
DateMar 2022
Total AUM$224.5M
Discretionary$199.5M
Non-Disc.$25M
Employees6
Clients0
DateJul 2021
Total AUM$201.8M
Discretionary$177.8M
Non-Disc.$24M
Employees4
Clients0
DateJul 2021
Total AUM$201.8M
Discretionary$177.8M
Non-Disc.$24M
Employees4
Clients0
DateJul 2018
Total AUM$27.7M
Discretionary$23M
Non-Disc.$4.7M
Employees2
Clients0