# TEAM FINANCIAL MANAGERS, INC.

TEAM FINANCIAL MANAGERS, INC. of HARRISBURG, PA is an SEC-registered investment adviser.

## Registration

- CRD: 115130
- Type: SEC-registered investment adviser
- SEC file number: 801-61069
- Location: 800 CORPORATE CIRCLE, SUITE 106, HARRISBURG, PA, 17110
- Phone: 717-540-7807
- Latest filing: 2013-09-27
- Regulatory AUM: $174.6M
- Discretionary AUM: $174.6M
- Clients: 6
- Accounts: 892

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| LINDENBERG SAMUEL STANLEY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DAILEY JAMES LOUIS | CHIEF INVESTMENT OFFICER; CHIEF MARKET STRATEGIST | — |
| JACKSON CHRISTOPHER JOSEPH | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115130/similar
- Related entities: https://search.stillhousedata.com/firm/115130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115130

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.