Investment adviser · CRD 115130

TEAM FINANCIAL MANAGERS

Investment adviser filing (IA)

TEAM FINANCIAL MANAGERS, INC.

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

Regulatory AUM
$175M
Form ADV · Item 5.F
Client accounts
892
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
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: Sep 27, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

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

CRD 115130

Filing source

Form ADV 758823 · Sep 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.