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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2020
- Office Locations
- 1
Office Locations
About A-Team Advisors
A-Team Advisors is a Medford, WI-based RIA focused on “Human Wealth,” pairing personal, transparent guidance with comprehensive financial planning, tax/estate and insurance coordination, and ongoing portfolio management. The firm primarily implements asset-allocation and risk-managed portfolios using ETFs alongside mutual funds and fixed income. Serves retail individuals and families, including entrepreneurs and athletes, and custody relationships include Charles Schwab and Merrill Lynch.
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Custodian
Investment Themes
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Owner & Executives
ANNIE MAE WERNER MS
Chief Compliance Officer
- CRD
- #4903075
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $695,370,317 | 12.0% |
| Public Funds | $631,628,038 | 10.9% |
| Cash | $1,344,382,612 | 23.2% |
| Municipal Bonds | $1,361,766,870 | 23.5% |
| Corporate - Investment Grade | $602,654,274 | 10.4% |
| U.S. Government/Agency | $1,158,950,527 | 20.0% |
| Total | $5,794,752,638 | 100.0% |