TEAM FINANCIAL GROUP, LLC

TEAM WEALTH & TAX ADVISORS
TEMECULA, California·2 registered advisors·CRD# 309411
SEC# 801-1274410951-308-6444
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TEAM FINANCIAL GROUP, LLC

2 registered advisors
Jeffry Stephen Cole
TEMECULA, California
Leonard Paul Cole
TEMECULA, California
05

Office Locations

TEMECULA, California
2 advisors

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Data sourced from SEC Form ADV filings. TEAM FINANCIAL GROUP, LLC (CRD# 309411) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.