TEAM FINANCIAL STRATEGIES
  • TEAM FINANCIAL STRATEGIES
  • J. TEAM FINANCIAL, INC.
  • TEAM, JOSEPH S.

Adviser Profile

As of Date 08/18/2026
Registration SEC, Approved, 09/23/2013
Other registrations (1)
ADV Location ABILENE, TX, United States
Contact Info 325 xxxxxxx
Websites
AUM* 262,026,877 2%
of that, discretionary 243,648,767 4%
Number of Employees 11 22%
of those in investment advisory functions 8 14%
Private Fund GAV* 9,723,944 25%
Avg Account Size 217,450 0%
% High Net Worth 24.32% -4%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

244M 209M 174M 139M 104M 70M 35M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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