Team Financial Strategies
Firm details
- Headquarters
- Abilene, Texas
- CRD number
- 134104
- Registered since
- September 23, 2013
- Website
- www.teamstrategiesonline.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.74%
- Individuals22.55%
- Investment Companies6.93%
- Pension & Profit Sharing Plans5.39%
- Pooled Investment Vehicles3.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Team Financial Strategies is an independent RIA owned by an individual and registered with the SEC in 2013. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management across individuals, small businesses, investment companies and institutions, and pension consulting services. Its advisory fees are charged as a percentage of assets under management or via fixed fees. The firm does not describe itself as a multi-state adviser or an active ESG investor, and it does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds39%
- Exchange Traded Equities32%
- US Government Bonds11%
- Other8%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$75.4M in ETFs
74%
$55.6M
26%
$19.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.7M | 14,419 | 14.14% |
Location
Abilene, TX
Taylor
Location
Abilene, TX
Headquartered in Abilene, TX, in the South of the United States.
- Region
- South
- County
- Taylor
- Address
- 425 Cypress St
- Time zone
- CT (UTC-6)
- Office locations
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