Team Financial Group, LLC

Entity
Company
Business address
40395 Winchester Rd Suite A, 92591 Temecula, CA
Phone
9513086444
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Jeffry Cole - CCO
All SEC filings
View on sec.gov
Team Financial Group, LLC has filed 10 SEC EDGAR filings since 11/15/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 6, 2025 Jun 30, 2025 028-23460
13F-HR Open Document Open Filing Jul 22, 2025 Jun 30, 2025 028-23460
13F-HR Open Document Open Filing Apr 23, 2025 Mar 31, 2025 028-23460
13F-HR Open Document Open Filing Jan 21, 2025 Dec 31, 2024 028-23460
13F-HR Open Document Open Filing Oct 23, 2024 Sep 30, 2024 028-23460
N-PX Open Document Open Filing Oct 15, 2024 Jun 30, 2024 028-23460
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-23460
13F-HR Open Document Open Filing May 13, 2024 Mar 31, 2024 028-23460
13F-HR Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-23460
13F-HR Open Document Open Filing Nov 15, 2023 Sep 30, 2023 028-23460