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MG
MG
Michael Francisco Gaona
Teamwork Financial Advisors, LLC
7 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Education Planning
Financial Planning & Coaching
High 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
Investment Management
Planning
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Location
8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Civil Bond
May 2017
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Teamwork Financial Advisors, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
First Command Advisory Services
November 2018 - August 2019 · 9 mos
First Command Financial Planning, INC.
Broker
May 2018 - August 2019 · 1 yr 3 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.