PPrivate Fund Data Log in Join · $37/mo

Teamwork Financial Advisors, LLC

● SEC registered since 2019CRD 165237SEC# 801-114801San Antonio, TX
Export (members)
Reg. AUM
$800.5M
Employees
27
Accounts
4,253
Location
San Antonio, TX

Teamwork Financial Advisors, LLC assets under management

Teamwork Financial Advisors, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2019. It reports $800.5 million in regulatory assets under management and employs 27 people.
www.teamworkfinancial.comView on SEC.gov ↗

Teamwork Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Douglas Ronald Moe ControlCeo, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Teamwork Financial Advisors, LLC manage?

Teamwork Financial Advisors, LLC reports $800.5 million in regulatory assets under management on its Form ADV.

How many employees does Teamwork Financial Advisors, LLC have?

Teamwork Financial Advisors, LLC reports 27 employees.

Where is Teamwork Financial Advisors, LLC located?

Teamwork Financial Advisors, LLC is based in San Antonio, TX and has been SEC-registered since 2019.

Does Teamwork Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address8 Dominion Drive Bldg 100-103, San Antonio, TX 78257
Phone210-687-1333
Fax210-687-1336
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1629931
Discloses disciplinary historyNo

Assets under management

Discretionary$800.5M
Non-discretionary$0
Total (RAUM)$800.5M