Teamwork Financial Advisors is an investment advisor in San Antonio with $606.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900884395
SEC advisor number
801-114801
FINRA CRD number
165237
AUM ?
$560.43 mm
(as of 17 Oct 23)
Accounts
4,086
(as of 17 Oct 23)
Employees
13
(12 investment advisory or research)
Address
Teamwork Financial Advisors
8 DOMINION DR.
BLDG. 100-103
SAN ANTONIO
TX 78257
8 DOMINION DR.
BLDG. 100-103
SAN ANTONIO
TX 78257
Phone
2106871333
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21