Teamwork Financial Advisors, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 165237
- Registered since
- March 6, 2019
- Website
- www.teamworkfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.61%
- Individuals25.47%
- Charitable Organizations0.75%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Teamwork Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2019. The firm serves both high-net-worth individuals and institutional clients and acts as a capital allocator, sourcing and placing client capital with third-party managers when appropriate. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Fee arrangements include asset-based fees and fixed-fee engagements. Teamwork does not identify as an active ESG investor and lists professional affiliations with accounting and law firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 11
Herbert Kraus
Investment Adviser RepresentativeCRD 5813244
Douglas Moe
Investment AdvisorCRD 4209174
Meagan Niese
Financial AdvisorCRD 6815962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$705M in ETFs
63%
$441M
26%
$264M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $37.2M | 405,781 | 5.28% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 8 Dominion Dr
- Time zone
- CT (UTC-6)
- Office locations
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