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| Happy Holidays!! thanks for using AUM13F!! |
| J Team Financial Inc
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|---|---|
| CRD # | 134104 |
| SEC # | 801-78596 |
| CIK # | |
| AUM | $257.4 M (2025-07-01) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 325-480-1587 |
| Address | 425 Cypress St Abilene, TX 79601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | TFS Private Opportunities Fund LP | 2024-03-29 | 7.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 56.0 |
| (b) Individuals (high net worth individuals) | 68 | 159.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 14.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 7.8 |
| (g) Pension and profit sharing plans | 0 | 18.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,184 | 257.4 |
| By Discretionary | ||
| Discretionary | 1,127 | 235.4 |
| Non-Discretionary | 57 | 22.0 |
| Total | 1,184 | 257.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.4 | |
| Total | 1,184 | 257.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blueprint Partners LLC
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|
MI | 0.3 |
|
Kilterhowling LLC
✚
|
CO | 0.3 |
|
Oaktrust Wealth Advisors LLC
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|
0.3 | |
|
Atlas Fiduciary Services Inc
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|
NH | 0.3 |
|
Vista Advisor Group LLC
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|
CA | 0.3 |
|
Swisher Financial Concepts Inc
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|
OH | 0.3 |
|
Lake Tahoe Wealth Management Inc
✚
|
0.3 | |
|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Shore Point Advisors LLC
✚
|
NJ | 0.3 |
|
Insight Strategic Wealth LLC
✚
|
TN | 0.3 |