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| Team Financial Group LLC
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|---|---|
| CRD # | 309411 |
| SEC # | 801-127441 |
| CIK # | 0000318833, 0001845163 |
| AUM | 251.1 M (2026-06-02) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 951-308-6444 |
| Address | 40395 Winchester Road Temecula, CA 92591 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 6.2 | ||
| Apple Inc | 0.8 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 109.9 |
| (b) Individuals (high net worth individuals) | 79 | 140.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 793 | 251.1 |
| By Discretionary | ||
| Discretionary | 793 | 251.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 793 | 251.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.1 | |
| Total | 793 | 251.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000318833] | |
| 10-Q | [0000318833] | |
| 3 | [0000318833] | |
| 4 | [0000318833] | |
| 5 | [0000318833] | |
| 8-K | [0000318833] | |
| SC 13D | [0000318833] | |
| SC 13G | [0000318833] | |
| 13F-HR | [0001845163] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Team Inc TISI
Common Stock
|
2026-03-24 | Buy | 3,583 | $16.31 | 58,439 |
|
Team Inc TISI
Common Stock
|
2026-03-23 | Buy | 1,417 | $15.21 | 21,553 |
|
Team Inc TISI
Restricted Stock Units · derivative
|
2026-01-14 | Grant | 25,293 | $0.00 | |
|
Team Inc TISI
Common Stock
|
2026-01-14 | Grant | 23,110 | $0.00 | |
|
Team Inc TISI
Common Stock, par value $0.30 per share
|
2025-12-08 | Buy | 1,076 | $15.13 | 16,280 |
|
Team Inc TISI
Common Stock, par value $0.30 per share
|
2025-12-05 | Buy | 1,320 | $14.78 | 19,510 |
|
Team Inc TISI
Common Stock, par value $0.30 per share
|
2025-12-04 | Buy | 600 | $14.81 | 8,886 |
|
Team Inc TISI
Common Stock, par value $0.30 per share
|
2025-12-03 | Buy | 700 | $14.89 | 10,423 |
|
Team Inc TISI
Common Stock
|
2025-12-02 | Sell | 1,000 | $14.80 | 14,800 |
|
Team Inc TISI
Common Stock, par value $0.30 per share
|
2025-12-01 | Buy | 13,334 | $14.83 | 197,743 |
|
Team Inc TISI
Common Stock
|
2025-11-21 | Sell | 573 | $15.00 | 8,595 |
|
Team Inc TISI
Common Stock
|
2025-11-17 | Buy | 4,000 | $15.68 | 62,720 |
|
Team Inc TISI
Common Stock
|
2025-11-06 | Option exercise | 28,054 | ||
|
Team Inc TISI
Common Stock
|
2025-11-06 | Tax withheld | 6,986 | $15.86 | 110,798 |
|
Team Inc TISI
Restricted Stock Units · derivative
|
2025-11-06 | Option exercise | 28,054 | ||
|
Team Inc TISI
Restricted Stock Units · derivative
|
2025-11-06 | Option exercise | 18,703 | ||
|
Team Inc TISI
Common Stock
|
2025-11-06 | Tax withheld | 11,385 | $15.86 | 180,566 |
|
Team Inc TISI
Common Stock
|
2025-11-06 | Option exercise | 18,703 | ||
|
Team Inc TISI
Restricted Stock Units · derivative
|
2025-10-13 | Grant | 5,548 | $0.00 | |
|
Team Inc TISI
Common Stock
|
2025-08-19 | Buy | 570 | $18.95 | 10,802 |
| showing 20 of 200 most recent transactions | |||||
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