Updated:
TEAM Financial Strategies
TEAM FINANCIAL STRATEGIES is an SEC-registered investment adviser in Abilene, TX, registered since 2013. The firm manages $262 million in assets, with $244...
TEAM Financial Strategies
TEAM FINANCIAL STRATEGIES is an SEC-registered investment adviser in Abilene, TX, registered since 2013. The firm manages $262 million in assets, with $244 million on a discretionary basis. It has 11 employees and 8 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What is TEAM Financial Strategies' regulatory status?
The firm operates as a registered investment advisor (RIA) under SEC oversight. As an RIA, it holds a fiduciary duty to its clients, meaning it must act in their best interest when providing investment advice and portfolio management services.
What client types does TEAM Financial Strategies serve?
Public records indicate the firm serves both individual investors and institutional clients. Its service model spans financial planning and portfolio management, though account minimums and institutional mandates are not publicly broken out.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: