Teamvest Inc (Charlotte)

Name: Teamvest Inc
Address: 11215 Rushmore Drive, Charlotte, NC, 28277
Telephone: 704-414-3600

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.

Teamvest: assets under management

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 firm manages $7.78 million in discretionary accounts and $23.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.44 million.

Fees & Commissions

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. 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 Teamvest Inc

David Shawn Evans has been acting as President since 1 Feb 2001. Gregory Hines Leekley joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Deborah Hough Pritchard	Shareholder	1 Jan 2000	Other	4353528
Gregory Hines Leekley	Ceo	1 Jan 2000	Other	2120377
John Vincent Stilley	Shareholder	1 Jan 2000	Other	1711253
James Franklin Haun	Shareholder	1 Jan 2000	Other	4353541
Jonathan Wade Norwood	Chief financial officer	1 Nov 2000	Other	4362333
John Charles Walker	Chief technical officer	1 Jan 2001	Other	2039584
David Shawn Evans	President	1 Feb 2001	Other	2023842
Vernon Depauw Knight	Chief financial officer	1 Mar 2001	Other	2678457
Gregory Hines Leekley	Principal	1 Jul 2001	Other	2120377
Michael Dennis Richardson	Director of client relations	1 Jul 2001	Other	2717092
Brian Hugh Smith	Director of operations & project management	1 Jul 2001	Other	2123683

Based in Charlotte

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.