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Home > Retirement Planners > texas > san antonio > TEAMWORK FINANCIAL ADVISORS, LLC
TEAMWORK FINANCIAL ADVISORS, LLC
8 Dominion Drive Bldg 100-103
San Antonio, Texas 78257
Tel: 210-687-1333
About TEAMWORK FINANCIAL ADVISORS, LLC
TEAMWORK FINANCIAL ADVISORS, LLC, formally registered with the SEC as TEAMWORK FINANCIAL ADVISORS, LLC. The firm was established in 03/06/2019. They have over 5 offices throughout the country.
TEAMWORK FINANCIAL ADVISORS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $653,563,110 assets under management, offering retirement planning & investment advisory services to 4115 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165237 |
| SEC# | 801-114801 |
| Assets Managed by Firm | $653,563,110 |
| No. of Clients | 4115 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4115 | $653,563,110 |
| Individuals (other than high net worth individuals) | 1540 | $188,069,551 |
| High net worth individuals | 722 | $452,664,888 |
| Pension and profit sharing plans | 2 | $1,562,325 |
| Charitable organizations | 4 | $11,266,346 |
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