TEAM FINANCIAL GROUP, LLC of TEMECULA, CA is an SEC-registered investment adviser (CRD 309411). Regulatory assets under management: $251.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Jeffry Stephen Cole | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Leonard Paul Cole | MANAGING MEMBER | — |
| COLE DONALD STEPHEN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| COLE LEONARD PAUL | MANAGING MEMBER; MANAGING MEMBER/CCO | — |