TEAMVEST RETIREMENT PLAN SERVICES,LLC
CRD #111995 SEC #801-58178 CHARLOTTE, NC 704-944-7400
SEC Registered
Total AUM
$27.4M
Discretionary
$18.6M
Employees
51
Clients
51
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2001 | $27.4M | $18.6M | $8.7M | 51 | -- |
DateJul 2001
Total AUM$27.4M
Discretionary$18.6M
Non-Disc.$8.7M
Employees51
Clients--