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, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and institutional clients. The firm uses a mix of percentage-of-AUM and fixed-fee billing and lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and selection of sub‑advisers and other third‑party managers. Teamwork is not identified as an active ESG investor and is structured under individual ownership. The firm maintains professional relationships with accountants and law firms to support client needs.
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
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 14Michael Srulowitz
Investment Advisor RepresentativeCRD 5497663
MADISON MOE
Investment Advisor RepresentativeCRD 7913468
Austin Miller
Investment Advisor RepresentativeCRD 7944709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$298M in ETFs
63%
$188M
25%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $23.2M | 544,530 | 7.76% |
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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