Team Financial Managers, Inc. (Harrisburg)

Name: Team Financial Managers, Inc.
Address: 800 Corporate Circle, Harrisburg, PA, 17110
Telephone: 717-540-7807

Team Financial Managers, Inc. is a large advisory firm based in Harrisburg. It manages $174.58 million of regulatory assets for 892 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Maryland, and Pennsylvania.

Team Financial Managers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Team Financial Managers: assets under management

The assets under management (AUM) of Team Financial Managers, Inc. is $174.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $174.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Team Financial Managers, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Team Financial Managers, Inc.

Samuel Stanley Lindenberg has been acting as President since 1 Aug 1994. James Louis Dailey has served as the Chief Investment Officer since 1 Jan 2005. Christopher Joseph Jackson joined the executive team most recently as the Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Stanley Lindenberg	President/chief compliance officer	1 Aug 1994	75% - 100%	1049681
James Louis Dailey	Chief investment officer	1 Jan 2005	25% - 50%	3097260
Christopher Joseph Jackson	Chief investment officer	1 Mar 2012	Other	6039756

Based in Harrisburg

The principal office where Team Financial Managers, Inc. performs its advisory services is located at 800 Corporate Circle, Harrisburg, PA 17110, which is also the mailing address of the firm. An additional office of the firm is in Shippensburg, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-540-7807 or by fax 717-540-7875. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.teamfinancial.net.