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Herbert N Kraus

Teamwork Financial Advisors, LLC

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About Herbert N Kraus

Herbert N Kraus is an investment advisor representative with Teamwork Financial Advisors, LLC. Herbert Kraus is registered with the state of Texas. Herbert Kraus has been in the industry since 2005 and has experience with individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Teamwork Financial Advisors, LLC is a financial advisor firm with offices in San Antonio and Laredo. The firm specializes in portfolio management, financial planning, and selection of other advisors.

Firm Information

Herbert Kraus is currently registered with Teamwork Financial Advisors, LLC. Teamwork Financial Advisors, LLC is a registered investment advisor located in San Antonio, TX. The firm provides financial planning and portfolio management services for individuals and businesses. Teamwork Financial Advisors manages approximately $653,563,110 in assets for 4,115 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm employs 14 licensed agents and 13 investment advisor representatives.
Teamwork Financial Advisors, LLC

8 DOMINION DRIVE BLDG 100-103

SAN ANTONIO, TX 78257

$653.56M

Assets Under Management

2

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Herbert Kraus’s Registration & Firm History

TX

01/06/2022 - Present

Teamwork Financial Advisors, LLC (LAREDO TX)

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Licenses & Designations

IA

Issued 01/07/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herbert N Kraus.
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