J. TEAM FINANCIAL, INC. of ABILENE, TX is an SEC-registered investment adviser (CRD 134104). Regulatory assets under management: $262.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| Joseph Shane Team | PRESIDENT/CEO | — |
| Darrell Scott Haynes | SECRETARY/SHAREHOLDER | — |
| Harry Kyle Sheets | SHAREHOLDER | — |
| Landon Ted Sheets | SHAREHOLDER | — |
| Zachary Kyle Sheets | SHAREHOLDER | — |
| Blake E Marion | SHAREHOLDER; CHIEF FINANCIAL OFFICER | — |
| James Leavell | SHAREHOLDER | — |
| Chad Brandon Hoes | SHAREHOLDER | — |
| TEAM JOSEPH S | PRESIDENT/CEO/CCO | — |
| HAYNES DARRELL SCOTT | SECRETARY/SHAREHOLDER; SENIOR FINANCIAL PLANNER | — |
| HAMRICK HEATH HAROLD | SENIOR FINANCIAL PLANNER | — |
| SHEETS KYLE | SHAREHOLDER | — |
| SHEETS LANDON | SHAREHOLDER | — |
| SHEETS ZACH | SHAREHOLDER | — |
| Meiksins Ian Disbrow | CHIEF COMPLIANCE OFFICER | — |
| TEAM JOSEPH SHANE | PRESIDENT/CEO; PRESIDENT/CEO/CCO | — |
| SHEETS LANDON TED | SHAREHOLDER | — |
| MARION BLAKE E | SHAREHOLDER; SHAREHOLDER; CHIEF FINANCIAL OFFICER | — |
| GIGGEY MATTHEW MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TFS PRIVATE OPPORTUNITIES FUND, LP | Other Private Fund | Delaware | 55 | $9.7M | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| GRANBURY | TX | 3 | 817-573-8326 |
| GRANBURY | TX | 3 | 817-573-8326 |
| FLOWER MOUND | TX | 1 | 972-970-8093 |
| FLOWER MOUND | TX | 1 | 972-970-8093 |