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Teamvest Acquisition Company (Heathrow)


Teamvest Acquisition Company is a large advisory firm based in Heathrow. It manages $27.36 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, and North Carolina.

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Teamvest Acquisition Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Teamvest Acquisition Company: assets under management

The assets under management (AUM) of Teamvest Acquisition Company is $27.36 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18.65 million in discretionary accounts and $8.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $517.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $458.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Teamvest Acquisition Company 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.

Based in Heathrow

The principal office where Teamvest Acquisition Company performs its advisory services is located at 300 International Parkway, Heathrow, FL 32746, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-333-2905 or by fax 407-333-2815. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.team401k.com.


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