← Back to searchVisit website
WIN TEAM ADVISORY SERVICES
WIN TEAM INSURANCE SERVICES, INC.
CRD 136680 · SEC 801-68877
560 WALD, IRVINE, CA, 92618, United States
Phone
949-336-7300
Fax
949-336-7301
Registration
— (—)
Source
State registered
Total AUM
$59.0M
Discretionary AUM
$59.0M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $11.9M |
| High net worth individuals | 40 | $46.4M |
| Charitable organizations | 1 | $682K |
All web addresses on file
Official SEC filing: View on IAPD