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Home > Retirement Planners > texas > abilene > TEAM FINANCIAL STRATEGIES
TEAM FINANCIAL STRATEGIES
425 Cypress St.
Abilene, Texas 79601
Tel: 325-480-1587
About TEAM FINANCIAL STRATEGIES
TEAM FINANCIAL STRATEGIES, formally registered with the SEC as TEAM FINANCIAL STRATEGIES. The firm was established in 09/23/2013. They have over 2 offices throughout the country.
TEAM FINANCIAL STRATEGIES is a Abilene, Texas based Financial Planning firm with nearly $203,194,674 assets under management, offering retirement planning & investment advisory services to 1152 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134104 |
| SEC# | 801-78596 |
| Assets Managed by Firm | $203,194,674 |
| No. of Clients | 1152 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1152 | $203,194,674 |
| Individuals (other than high net worth individuals) | 179 | $50,065,214 |
| High net worth individuals | 58 | $129,165,268 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,772,748 |
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