J. TEAM FINANCIAL, INC.
Doing business as TEAM FINANCIAL STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$262,026,877
Discretionary
$243,648,767
Non-discretionary
$18,378,110
Firm details
- CRD number
- 134104
- SEC file number
- 801-78596
- Main office
- ABILENE, TX, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.