Teamwork Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

165237

SEC number

801-114801

Firm type

RIA

Assets under management

$1.0B as of May 18, 2026

Website

www.teamworkfinancial.com ↗

Phone

210-687-1333

Address

8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257

Advisors at this firm

14 in our index · page 1 of 1

• Hany H AhmadCRD 4947204 · Houston, TX
  IA RegisteredRegistration inactive
• Michael De GuzmanCRD 6065077 · San Antonio, TX
  IA Registered
• Tanner J. FriesenhahnCRD 7337038 · New Braunfels, TX
  IA RegisteredRegistration inactive
• Michael Francisco GaonaCRD 6742148 · New Braunfels, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Diana Morales JordanCRD 1832801 · San Antonio, TX
  IA Registered
• Herbert N KrausCRD 5813244 · Laredo, TX
  IA Registered
• Douglas Ronald MoeCRD 4209174 · San Antonio, TX
  IA Registered
• Madison Haley MoeCRD 7913468 · San Antonio, TX
  IA Registered
• Austin MillerCRD 7944709 · San Antonio, TX
  IA Registered
• Meagan Moe NieseCRD 6815962 · San Antonio, TX
  IA RegisteredRegistration inactive
• Clay RogersCRD 7584976 · San Antonio, TX
  IA Registered
• Michael Samuel SrulowitzCRD 5497663 · San Antonio, TX
  IA RegisteredRegistration inactive
• Russell Drake ThammCRD 8012809 · Austin, TX
  IA Registered
• Jeffrey Allen WrightCRD 2515933 · Houston, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.