TEAM FINANCIAL MANAGERS, INC.
Legal name: TEAM FINANCIAL MANAGERS
CRD #115130 SEC #801-61069 HARRISBURG, PA 717-540-7807
SEC Registered
Total AUM
$174.6M
Discretionary
$174.6M
Employees
6
Clients
101
Accounts
892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2013 | $174.6M | $174.6M | $0 | 6 | 500 |
| Feb 2013 | $174.6M | $174.6M | $0 | 6 | 500 |
| May 2012 | $179M | $179M | $0 | 1 | 400 |
| Mar 2012 | $179M | $179M | $0 | 1 | 400 |
| Dec 2011 | $175.3M | $175.3M | $0 | 1 | 251 |
| Aug 2011 | $175.3M | $175.3M | $0 | 5 | -- |
| Jun 2011 | $175.3M | $175.3M | $0 | 5 | -- |
| Mar 2011 | $175.3M | $175.3M | $0 | 5 | -- |
| Oct 2010 | $131M | $129.9M | $1.1M | 5 | -- |
| Mar 2010 | $131M | $129.9M | $1.1M | 5 | -- |
| Jan 2007 | $72.1M | $71.1M | $1.1M | 5 | -- |
| Mar 2006 | $68M | $65.8M | $2.3M | 5 | -- |
| Feb 2006 | $68M | $65.8M | $2.3M | 5 | -- |
| Apr 2004 | $45.1M | $44.1M | $945.7K | 5 | -- |
| Mar 2004 | $45.1M | $44.1M | $945.7K | 5 | -- |
| Apr 2002 | $29.3M | $26M | $3.2M | 10 | -- |
| Apr 2002 | $29.3M | $26M | $3.2M | 10 | -- |
DateSep 2013
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients500
DateFeb 2013
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients500
DateMay 2012
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees1
Clients400
DateDec 2011
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees1
Clients251
DateAug 2011
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$131M
Discretionary$129.9M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2010
Total AUM$131M
Discretionary$129.9M
Non-Disc.$1.1M
Employees5
Clients--
DateJan 2007
Total AUM$72.1M
Discretionary$71.1M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2006
Total AUM$68M
Discretionary$65.8M
Non-Disc.$2.3M
Employees5
Clients--
DateFeb 2006
Total AUM$68M
Discretionary$65.8M
Non-Disc.$2.3M
Employees5
Clients--
DateApr 2004
Total AUM$45.1M
Discretionary$44.1M
Non-Disc.$945.7K
Employees5
Clients--
DateMar 2004
Total AUM$45.1M
Discretionary$44.1M
Non-Disc.$945.7K
Employees5
Clients--
DateApr 2002
Total AUM$29.3M
Discretionary$26M
Non-Disc.$3.2M
Employees10
Clients--
DateApr 2002
Total AUM$29.3M
Discretionary$26M
Non-Disc.$3.2M
Employees10
Clients--