Michael Samuel Srulowitz

Teamwork Financial Advisors, LLC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Teamwork Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

2,328 clients

Average Client Portfolio

$344K average

Assets Under Management

$800.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

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

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Teamwork Financial Advisors, LLC

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

First Command Advisory Services

December 2015 - August 2019 · 3 yrs 8 mos

First Command Financial Planning, INC.

June 2008 - December 2015 · 7 yrs 6 mos

First Command Financial Planning, INC.Broker

March 2008 - August 2019 · 11 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.