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Building 2TEAMWORK FINANCIAL ADVISORS, LLC

Map pinSAN ANTONIO, TX
Phone210-687-1333
NotebookSEC #801-114801
Total AUM
$1B
Employees
29
Clients
2,485

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 DOMINION DRIVE BLDG 100-103
SAN ANTONIO
TX 78257
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
210-687-1333
Other Offices
4

ReceiptFinancials

Total AUM
$1B
Accounts
4,648
Discretionary
$1B
Accounts
4,648
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,487
AUM
$258.1M
HNW Individual Clients
993
AUM
$746M
Pension/Profit Sharing Plan Clients
2
AUM
$1.7M
Charitable Organization Clients
3
AUM
$7.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILKSLANENMOKTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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