Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

J. TEAM FINANCIAL, INC.

dba TEAM FINANCIAL STRATEGIES · CRD 134104 · Registered Investment Adviser

Manages private funds

J. TEAM FINANCIAL, INC. is a Registered Investment Adviser headquartered in ABILENE, TX. The firm reports $262,026,877 in regulatory assets under management across 1,205 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$243,648,767
Non-discretionary$18,378,110
Total RAUM$262,026,877
Accounts1,205

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 134104. adviserinfo.sec.gov/firm/summary/134104.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.