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Type	Result	AUM ($B)

Team Financial Group LLC ✚
CRD #	309411
SEC #	801-127441
CIK #	0000318833, 0001845163
AUM	$185.8 M (2025-05-20)
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) Copy

Sector	Form 13F Holdings	Value ($M)
	World Currency Gold Trust	5.8
	Apple Inc	0.7
	Costco Wholesale Corp /NEW	0.5

Holdings by Sector ($M)

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