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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VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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