Teamvest Inc is a large advisory firm based in Charlotte. It manages $30.83 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Teamvest provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Teamvest Inc is $30.83 million. 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 advisory firm has several streams of revenue. Clients pay Teamvest Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Shawn Evans has been acting as President since 1 Feb 2001. Gregory Hines Leekley joined the executive team most recently as the Principal.
The principal office where Teamvest Inc performs its advisory services is located at 11215 Rushmore Drive, Charlotte, NC 28277, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-414-3600 or by fax 704-414-3620. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at teamvest.com.