WIN TEAM ADVISORY SERVICES

560 Wald
Irvine, California 92618
Tel: 949-336-7300

About WIN TEAM ADVISORY SERVICES

WIN TEAM ADVISORY SERVICES, formally registered with the SEC as WIN TEAM ADVISORY SERVICES. The firm was established in 04/23/2008. They have over 1 offices throughout the country.

WIN TEAM ADVISORY SERVICES is a Irvine, California based Financial Planning firm with nearly $56,481,142 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136680
SEC#	801-68877
Assets Managed by Firm	$56,481,142
No. of Clients	166
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	166	$56,481,142
Individuals (other than high net worth individuals)	55	$10,562,472
High net worth individuals	43	$45,274,106
Charitable organizations	1	$644,564

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