← Back to searchVisit website
TEAMWORK FINANCIAL ADVISORS, LLC
CRD 165237 · SEC 801-114801
8 DOMINION DRIVE BLDG 100-103, SAN ANTONIO, TX, 78257, United States
Phone
210-687-1333
Fax
210-687-1336
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.01B
Team
29 total employees; 14 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1487 | $258.1M |
| High net worth individuals | 993 | $746.0M |
| Pension/profit sharing plans | 2 | $1.7M |
| Charitable organizations | 3 | $7.6M |
States served
AL, AZ, CA, CO, GA, IL, KS, LA, NE, NM, OK, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD