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| Happy Holidays!! thanks for using AUM13F!! |
| Team Financial Group LLC
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0000318833 0001845163 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 5.8 | ||
| Apple Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 95.3 |
| (b) Individuals (high net worth individuals) | 54 | 90.6 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 754 | 185.8 |
| By Discretionary | ||
| Discretionary | 754 | 185.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 754 | 185.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.8 | |
| Total | 754 | 185.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000318833] | |
| 10-Q | [0000318833] | |
| 3 | [0000318833] | |
| 4 | [0000318833] | |
| 5 | [0000318833] | |
| 8-K | [0000318833] | |
| SC 13D | [0000318833] | |
| SC 13G | [0000318833] | |
| 13F-HR | [0001845163] |
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