Overview
Assets Under Management: $800 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 840
Average Client Assets: $677,672
Frequently Asked Questions
TEAMWORK FINANCIAL ADVISORS, LLC 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 #165237), TEAMWORK FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
TEAMWORK FINANCIAL ADVISORS, LLC is headquartered in SAN ANTONIO, TX.
TEAMWORK FINANCIAL ADVISORS, LLC serves 840 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, TEAMWORK FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TEAMWORK FINANCIAL ADVISORS, LLC manages $800 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, TEAMWORK FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 840
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.12
Average High-Net-Worth Client Assets: $677,672
Total Client Accounts: 4,253
Discretionary Accounts: 4,253
Regulatory Filings
CRD Number: 165237
Filing ID: 2030672
Last Filing Date: 2025-12-02 05:37:44
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