Investment adviser · CRD 151561

TEAM FINANCIAL ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

HARRISBURG, PA, United States · Form ADV filed Feb 27, 2013

Regulatory AUM
$29.9M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 27, 2013. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

800 CORPORATE CIRCLE, SUITE 106
HARRISBURG, PA, 17110, United States

CRD 151561

Filing source

Form ADV 703461 · Feb 27, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.