WIN TEAM ADVISORY SERVICES of IRVINE, CA is an SEC-registered investment adviser (CRD 136680). Regulatory assets under management: $57.6M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David Winston Crist | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT | — |
| CRIST DAVID WINSTON | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| REGUERO EDWARD ANTHONY | DIRECTOR | — |