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 formed as an LLC and operating since 2019. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, including selection of third‑party managers. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and choosing other advisers. Fee arrangements include both a percentage of assets under management and fixed fees. Teamwork does not position itself as an active ESG investor, and its regulatory filings indicate it is not a multi‑state or pension consultant adviser.
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%
Owners & executives
1 of 1
Michael Srulowitz
CEO and Co-FounderCRD 5497663
Contacts
3 of 13
Madison Moe
Investment Advisor RepresentativeCRD 7913468
Austin Miller
Investment Advisor RepresentativeCRD 7944709
Russell Thamm
Investment Advisor RepCRD 8012809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$370M in ETFs
64%
$237M
24%
$133M
| 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 | 10.06% |
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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