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Team Financial Group, LLC

● SEC registered since 2023CRD 309411SEC# 801-127441Temecula, CA
Export (members)
Reg. AUM
$185.8M
Employees
7
Accounts
754
Location
Temecula, CA

Team Financial Group, LLC assets under management

Team Financial Group, LLC is a registered investment adviser overseen by the SEC based in Temecula, CA. The firm has been registered since 2023. It reports $185.8 million in regulatory assets under management and employs 7 people.
g.co/kgs/d1f8fyqView on SEC.gov ↗

Team Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffry Stephen Cole ControlManaging Member50-75%2013
Jeffry Stephen Cole ControlChief Compliance Officer50-75%2024
Leonard Paul Cole ControlManaging Member50-75%2013

Frequently asked questions

How much does Team Financial Group, LLC manage?

Team Financial Group, LLC reports $185.8 million in regulatory assets under management on its Form ADV.

How many employees does Team Financial Group, LLC have?

Team Financial Group, LLC reports 7 employees.

Where is Team Financial Group, LLC located?

Team Financial Group, LLC is based in Temecula, CA and has been SEC-registered since 2023.

Does Team Financial Group, LLC disclose fund performance?

Team Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40395 Winchester Road, Suite a, Temecula, CA 92591
Phone951-308-6444
Fax951-308-6441
Office hours9a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$185.8M
Non-discretionary$0
Total (RAUM)$185.8M