TEAM WEALTH PLANNING AND MANAGEMENT, INC.
CRD #129807 SEC #801-67582 CHAPEL HILL, NC 919-942-8145
SEC Registered
Total AUM
$46.6M
Discretionary
$46.6M
Employees
1
Clients
1
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $46.6M | $46.6M | $0 | 1 | 200 |
| May 2012 | $46.6M | $46.6M | $0 | 1 | 200 |
| May 2012 | $46.6M | $46.6M | $0 | 1 | 200 |
| Mar 2012 | $46.6M | $46.6M | $0 | 1 | 200 |
| Mar 2011 | $43M | $43M | $0 | 5 | -- |
| Feb 2007 | $30.3M | $30.3M | $0 | 5 | -- |
DateJun 2012
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--