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TEAM FINANCIAL MANAGERS, INC.
TEAM FINANCIAL MANAGERS, INC.
TEAM FINANCIAL MANAGERS
HARRISBURG, Pennsylvania
·
1 registered advisor
·
CRD# 115130
SEC# 801-61069
717-540-7807
01
Firm Overview
AUM
$175M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TEAM FINANCIAL MANAGERS, INC.
1 registered advisor
James Louis Dailey
HARRISBURG, Pennsylvania
CFA
CRD# 3097260
05
Office Locations
HARRISBURG, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. TEAM FINANCIAL MANAGERS, INC. (CRD# 115130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.