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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2018
- Office Locations
- 1
Office Locations
About A-Team Financial Investments
A-TEAM Financial Investments is an Oklahoma City-based RIA registered in Oklahoma and Texas serving individuals and small businesses. The team provides fee-based portfolio reviews, goal- and risk-based investment strategy, retirement planning (including 401(k) rollovers), and estate planning guidance. Portfolios commonly use public funds and ETFs, custody through Charles Schwab, and the firm offers no minimum investment.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANGELA O'KEEFE
Chief Compliance Officer, President
- CRD
- #4755493
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Danita Ann Rose
Investment Advisor Representative
- CRD
- #7590269
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,670,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,670,162 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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