Overview
Assets Under Management: $800 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 840
Average Client Assets: $677,672
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: 1961244
Last Filing Date: 2025-03-20 15:11:00
Website: https://teamworkfinancial.com