RIA Intelligence

TEAM FINANCIAL ASSET MANAGEMENT, LLC

CRD #151561 SEC #801-70590 HARRISBURG, PA 717-540-7807
SEC Registered
Total AUM
$29.9M
Discretionary
$29.9M
Employees
4
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 27, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LINDENBERG, SAMUEL, STANLEYIMANAGING MEMBER/PRESIDENTNA Control
LINDENBERG, SAMUEL, STANLEYIPRESIDENTNA Control
LINDENBERG, SAMUEL, STANLEYIMANAGING MEMBER/PRESIDENTNA Control
LINDENBERG, SAMUEL, STANLEYIPRESIDENTNA Control
LINDENBERG, SAMUEL, STANLEYIPRESIDENTNA Control
DAILEY, JAMES, LOUISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DAILEY, JAMES, LOUISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DAILEY, JAMES, LOUISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DAILEY, JAMES, LOUISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
DAILEY, JAMES, LOUISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 27, 2013 REGISTERED

Notice Filings (1)

PA

Address

800 CORPORATE CIRCLE
SUITE 106
HARRISBURG, PA 17110
United States
Phone: 717-540-7807