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A-TEAM FINANCIAL INVESTMENTS
A-TEAM FINANCIAL INVESTMENTS LLC
CRD 298219
10307 GREENBRIAR PARKWAY, OKLAHOMA CITY, OK, 73159, United States
Phone
405-378-2487
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.7M
Discretionary AUM
$44.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 402 | $24.4M |
| High net worth individuals | 20 | $14.5M |
| Corporations/business entities | 13 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD