Overview
Assets Under Management: $143 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 58
Average Client Assets: $2.1 million
Frequently Asked Questions
WIN TEAM ADVISORY SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136680), WIN TEAM ADVISORY SERVICES is subject to fiduciary duty under federal law.
WIN TEAM ADVISORY SERVICES is headquartered in IRVINE, CA.
WIN TEAM ADVISORY SERVICES serves 58 high-net-worth clients according to their SEC filing dated February 27, 2024. View client details ↓
According to their SEC Form ADV, WIN TEAM ADVISORY SERVICES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WIN TEAM ADVISORY SERVICES manages $143 million in client assets according to their SEC filing dated February 27, 2024.
According to their SEC Form ADV, WIN TEAM ADVISORY SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.46%
Average Client Assets: $2.1 million
Total Client Accounts: 329
Discretionary Accounts: 196
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 136680
Filing ID: 1832454
Last Filing Date: 2024-02-27 12:00:00