AdvisorOS Directory
Claim Profile
CL

Caleb Wayne Lennon

TANDEM INVESTMENT PARTNERS, LLC·BORDENTOWN, New Jersey
Unclaimed Profile
3 THIRD STREET, BORDENTOWN, NJ 08505CRD# 2996886Firm CRD# 172309
01

About

Caleb Wayne Lennon is a registered financial advisor based in BORDENTOWN, New Jersey, affiliated with TANDEM INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TANDEM INVESTMENT PARTNERS, LLC
TANDEM INVESTMENT PARTNERS, LLC
AUM
$159M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TANDEM INVESTMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2996886
Firm CRD# 172309
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BORDENTOWN?

Browse all registered financial advisors in BORDENTOWN, New Jersey or claim this profile if it's yours.

Browse BORDENTOWN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Caleb Wayne Lennon offer?
Caleb Wayne Lennon specializes in Investment Management, Fee-Only Advisory. Contact their office in BORDENTOWN, New Jersey for a consultation.
What are Caleb Wayne Lennon's credentials?
Caleb Wayne Lennon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caleb Wayne Lennon located?
Caleb Wayne Lennon is based in BORDENTOWN, New Jersey, working with TANDEM INVESTMENT PARTNERS, LLC. Their office serves clients in the BORDENTOWN metropolitan area and surrounding communities.
How does Caleb Wayne Lennon charge for services?
Caleb Wayne Lennon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TANDEM INVESTMENT PARTNERS, LLC?
TANDEM INVESTMENT PARTNERS, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BORDENTOWN
Thomas Jude Dauria — TANDEM INVESTMENT PARTNERS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile