Lauren Luan Wong
Investment adviser representative at Tandem Capital Management, Inc.
36 yearsExperience
3 statesRegistered in
CFADesignation
$279.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Tandem Capital Management, Inc.Apr 1990 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, WA).
Tandem Capital Management, Inc.
Legal name: Tandem Capital Management Corp
$279.7MAssets managed
93Clients
4Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1625123
- Firm CRD
- 107856