Natalia
Mattar

Tandem Investment Advisors Inc

CRD#8012869
Investment Advisor
in Charleston, SC

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About this Advisor

Natalia Mattar is a financial advisor based in Charleston, South Carolina, working with Tandem Investment Advisors Inc. Natalia has previously held positions at Kittatinny Regional High School, Mountain Shadows Lake Association, Panther Valley Country Club, Il Porto On Lake Mohawk, Overtime Athletics, Rutgers University, The Iron Rose, Mountain Creek Resort, Tandem Investment Advisors, and College Of Charleston. Natalia has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Natalia is part of Tandem Investment Advisors Inc, which operates out of Charleston, South Carolina. The firm has 15 employees and manages assets totaling $3.4 billion. Tandem Investment Advisors Inc serves charitable clients and offers services such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Tandem Investment Advisors Inc is asset-based.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

145 King Street Suite 400
Charleston, SC 29401-2229

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Tandem Investment Advisors Inc Brokerage Details

Total Assets Under Management

$3,359,046,630

SC Average: $646,059,043
Total Number of Employees

15

SC Average: 13
Total Number of Accounts

10,162

SC Average: 661
Average Account Size

$330,550

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Natalia Mattar Work History

2024 - Present (1 year)

Tandem Investment Advisors

2023 - 2024 (1 year)

Tandem Investment Advisors

2022 - 2022 (< 1 year)

Il Porto On Lake Mohawk

2022 - 2022 (< 1 year)

Overtime Athletics

2022 - 2022 (< 1 year)

The Iron Rose

2021 - 2024 (3 years)

College Of Charleston

2020 - 2021 (1 year)

Rutgers University

2019 - 2020 (1 year)

Kittatinny Regional High School

2019 - 2019 (< 1 year)

Mountain Shadows Lake Association

2018 - 2024 (6 years)

Mountain Creek Resort

2017 - 2017 (< 1 year)

Panther Valley Country Club

2015 - 2020 (5 years)

Kittatinny Regional High School

Disclosures

Please visit the SEC profile of Natalia Mattar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tandem Investment Advisors Inc

Ariel Davis
Charleston, SC
Natalia Mattar
Charleston, SC
Jordan Watson
Charleston, SC
Jeremy Cox
Charleston, SC
Benjamin Carew
Charleston, SC
Elaine Natoli
Charleston, SC
Alex Robinette
Charleston, SC
William Little
Charleston, SC

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