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Caleb Wayne Lennon

TANDEM INVESTMENT PARTNERS, LLC·BORDENTOWN, New Jersey
Clean recordTANDEM INVESTMENT PARTNERS, LLC
3 THIRD STREET, BORDENTOWN, NJ 08505CRD# 2996886Firm CRD# 172309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caleb Wayne Lennon · BORDENTOWN, NJ
Registration
CRD #2996886 · TANDEM INVESTMENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at TANDEM INVESTMENT PARTNERS, LLC

Fredric Porter Lutcher
PRINCETON, NJ
Thomas Jude Dauria
BORDENTOWN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
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PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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