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| Teamwork Financial Advisors LLC
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|---|---|
| CRD # | 165237 |
| SEC # | 801-114801 |
| CIK # | 0001629931 |
| AUM | 1,013.5 M (2026-05-18) |
| Employees | 29 (48% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-687-1333 |
| Address | 8 Dominion Drive Bldg 100103 San Antonio, TX 78257 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 50.8 | ||
| Amazon Com Inc | 46.1 | ||
| Nvidia Corp | 37.4 | ||
| Alphabet Inc | 24.5 | ||
| Advanced Micro Devices Inc | 24.2 | ||
| Microsoft Corp | 23.3 | ||
| Robinhood Markets Inc | 22.2 | ||
| KLA Tencor Corp | 20.7 | ||
| Facebook Inc | 20.4 | ||
| Tesla Motors Inc | 20.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,487 | 258.1 |
| (b) Individuals (high net worth individuals) | 993 | 746.0 |
| (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 | 2 | 1.7 |
| (h) Charitable organizations | 3 | 7.6 |
| (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 | 4,648 | 1,013.5 |
| By Discretionary | ||
| Discretionary | 4,648 | 1,013.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,648 | 1,013.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,013.5 | |
| Total | 4,648 | 1,013.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001629931] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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