Investment adviser · CRD 136680
WIN TEAM ADVISORY SERVICES
Investment adviser filing (IA)
WIN TEAM INSURANCE SERVICES, INC.
IRVINE, CA, United States · Form ADV filed Apr 30, 2025
- Regulatory AUM
- $56.6M Form ADV · Item 5.F
- Client accounts
- 155 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $45,838,375 | 80.9% |
| Individuals | 51 | $10,144,941 | 17.9% |
| Charities | 1 | $658,919 | 1.2% |
Filing source
Form ADV 1984540 · Apr 30, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2025. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
560 WALDIRVINE, CA, 92618, United States
CRD 136680
Filing source
Form ADV 1984540 · Apr 30, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.