Team Financial Group, LLC
● SEC registered since 2023CRD 309411SEC# 801-127441Temecula, CA
Reg. AUM
$251.1M
Employees
7
Accounts
793
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 $251.1 million in regulatory assets under management and employs 7 people.
Team Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffry Stephen Cole Control | Managing Member | 50-75% | 2013 |
| Jeffry Stephen Cole Control | Chief Compliance Officer | 50-75% | 2024 |
| Leonard Paul Cole Control | Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does Team Financial Group, LLC manage?
Team Financial Group, LLC reports $251.1 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
| Address | 40395 Winchester Road, Suite a, Temecula, CA 92591 |
| Phone | 951-308-6444 |
| Fax | 951-308-6441 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251.1M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$251.1Mregulatory AUM
Discretionary $251.1M