TEAM FINANCIAL GROUP, LLC
Doing business as TEAM WEALTH & TAX ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$251,054,808
Discretionary
$251,054,808
Non-discretionary
$0
Firm details
- CRD number
- 309411
- SEC file number
- 801-127441
- Main office
- TEMECULA, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://g.co/kgs/d1f8fyQ
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.