TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL ADVISORS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 165237). Regulatory assets under management: $1.0B.

Registration

• CRD: 165237
• SEC file number: 801-114801
• Type: Registered investment adviser
• Location: 8 DOMINION DRIVE BLDG 100-103, SAN ANTONIO, TX, 78257
• Phone: 210-687-1333
• Latest filing: 2026-05-18
• Regulatory AUM: $1.0B
• Discretionary AUM: $1.0B
• Clients: 29
• Accounts: 4,648

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search