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TEAM FINANCIAL STRATEGIES
J. TEAM FINANCIAL, INC.
CRD 134104 · SEC 801-78596
425 CYPRESS ST., ABILENE, TX, 79601, United States
Phone
325-480-1587
Fax
817-796-2709
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.0M
Discretionary AUM
$243.6M
Team
11 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $59.1M |
| High net worth individuals | 72 | $159.2M |
| Investment companies | 1 | $18.2M |
| Pooled investment vehicles | 1 | $9.7M |
| Corporations/business entities | 7 | $1.8M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD