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| Teamwork Financial Advisors LLC
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|
|
|---|---|
| CRD # | 165237 |
| SEC # | 801-114801 |
| CIK # | 0001629931 |
| AUM | $560.4 MM (2023-03-09) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 210-687-1333 |
| Address | 8 Dominion Drive Bldg 100103 San Antonio, TX 78257 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 130.7 | |
| MSFT | 1,918,222.4 | 25.0 | |
| FANG | 22,791.8 | 24.5 | |
| DVN | 39,243.6 | 21.2 | |
| GOOGL | 1,475,138.5 | 8.9 | |
| XOM | 385,508.3 | 8.5 | |
| TSLA | 723,390.3 | 7.6 | |
| AMD | 131,458.5 | 7.3 | |
| AMZN | 1,092,997.8 | 6.9 | |
| EPD | 54,009.8 | 6.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,573 | 161.8 |
| (b) Individuals (high net worth individuals) | 702 | 388.7 |
| (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 | 4 | 10.0 |
| (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 | 4,086 | 560.4 |
| By Discretionary | ||
| Discretionary | 4,086 | 560.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,086 | 560.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.4 | |
| Total | 4,086 | 560.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001629931] |
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