Teamwork Financial Advisors, LLC
● SEC registered since 2019CRD 165237SEC# 801-114801San Antonio, TX
Reg. AUM
$1.01B
Employees
29
Accounts
4,648
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 $1 billion in regulatory assets under management and employs 29 people.
Teamwork Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Ronald Moe Control | Ceo, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Teamwork Financial Advisors, LLC manage?
Teamwork Financial Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Teamwork Financial Advisors, LLC have?
Teamwork Financial Advisors, LLC reports 29 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
| Address | 8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 |
| Phone | 210-687-1333 |
| Fax | 210-687-1336 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1629931 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 55%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $1.01B