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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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