WIN TEAM INSURANCE SERVICES, INC.

WIN TEAM ADVISORY SERVICES

IRVINE, California·2 registered advisors·CRD# 136680

SEC# 801-688770949-336-7300

01

Firm Overview

AUM

$143M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at WIN TEAM INSURANCE SERVICES, INC.

2 registered advisors

David Winston Crist

IRVINE, California

Edward Anthony Reguero

IRVINE, California

05

Office Locations

IRVINE, California

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Data sourced from SEC Form ADV filings. WIN TEAM INSURANCE SERVICES, INC. (CRD# 136680) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.