Overview
Assets Under Management: $203 million
Headquarters: ABILENE, TX
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
J. TEAM FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134104), J. TEAM FINANCIAL, INC. is subject to fiduciary duty under federal law.
J. TEAM FINANCIAL, INC. is headquartered in ABILENE, TX.
J. TEAM FINANCIAL, INC. serves 68 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, J. TEAM FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and pension consulting services. View all service details ↓
J. TEAM FINANCIAL, INC. manages $203 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, J. TEAM FINANCIAL, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,134
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 134104
Last Filing Date: 2024-03-29 00:00:00
Website: https://keybridgecompliance.com