TANDEM INVESTMENT PARTNERS, LLC

BORDENTOWN, New Jersey·3 registered advisors·CRD# 172309

SEC# 801-1217032609-452-2100

01

Firm Overview

AUM

$159M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Other

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at TANDEM INVESTMENT PARTNERS, LLC

3 registered advisors

Caleb Wayne Lennon

BORDENTOWN, New Jersey

Fredric Porter Lutcher

PRINCETON, New Jersey

Thomas Jude Dauria

BORDENTOWN, New Jersey

05

Office Locations

BORDENTOWN, New Jersey

PRINCETON, New Jersey

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Data sourced from SEC Form ADV filings. TANDEM INVESTMENT PARTNERS, LLC (CRD# 172309) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.