WIN TEAM INSURANCE SERVICES, INC.
Legal name: WIN TEAM ADVISORY SERVICES
CRD #136680 SEC #801-68877 IRVINE, CA 949-336-7300
SEC Registered
Total AUM
$56.6M
Discretionary
$56.6M
Employees
3
Clients
0
Accounts
155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $56.6M | $56.6M | $0 | 3 | 0 |
| Apr 2025 | $56.6M | $56.6M | $0 | 3 | 29 |
| Apr 2025 | $56.6M | $56.6M | $0 | 3 | 29 |
| Mar 2025 | $56.6M | $56.6M | $0 | 3 | 29 |
| Mar 2025 | $56.6M | $56.6M | $0 | 3 | 29 |
| Mar 2025 | $56.6M | $56.6M | $0 | 3 | 29 |
| Mar 2025 | $44.7M | $44.7M | $0 | 3 | 29 |
| Feb 2025 | $56.5M | $56.5M | $0 | 3 | 329 |
| Feb 2025 | $56.5M | $56.5M | $0 | 3 | 329 |
| Feb 2024 | $143M | $51.6M | $91.4M | 3 | 329 |
| Mar 2023 | $117M | $40.2M | $76.8M | 3 | 320 |
| Mar 2023 | $117M | $40.2M | $76.8M | 3 | 320 |
| Mar 2022 | $141.8M | $40.3M | $101.6M | 3 | 294 |
| Mar 2021 | $122.7M | $29.5M | $93.2M | 3 | 273 |
| Jun 2020 | $128.8M | $19.8M | $109M | 3 | 0 |
| Mar 2020 | $128.8M | $19.8M | $109M | 3 | 0 |
| Mar 2019 | $116.7M | $14.4M | $102.3M | 3 | 0 |
| Apr 2018 | $115.9M | $11.7M | $104.2M | 3 | 0 |
| Mar 2017 | $98.6M | $6.4M | $92.2M | 1 | 200 |
| Feb 2016 | $102M | $6.3M | $95.7M | 1 | 200 |
| Jan 2016 | $112.7M | $6.9M | $105.8M | 1 | 200 |
| Aug 2015 | $112.7M | $6.9M | $105.8M | 1 | 200 |
| Mar 2015 | $112.7M | $6.9M | $105.8M | 1 | 200 |
| Feb 2014 | $110.8M | $5.7M | $105.1M | 1 | 200 |
| Mar 2013 | $105.3M | $5.5M | $99.8M | 1 | 200 |
| Jun 2012 | $100.2M | $5.1M | $95.1M | 1 | 200 |
| Mar 2012 | $100.2M | $5.1M | $95.1M | 1 | 200 |
| Dec 2011 | $123.7M | $3.8M | $119.9M | 1 | 101 |
| Jul 2011 | $123.7M | $3.8M | $119.9M | 5 | -- |
| May 2011 | $123.7M | $3.8M | $119.9M | 5 | -- |
| Apr 2011 | $116.7M | $0 | $116.7M | 5 | -- |
| Jan 2011 | $105.2M | $0 | $105.2M | 5 | -- |
| Apr 2010 | $105.2M | $0 | $105.2M | 5 | -- |
| Mar 2010 | $103.7M | $0 | $103.7M | 5 | -- |
| Apr 2009 | $103.7M | $0 | $103.7M | 5 | -- |
DateApr 2025
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients29
DateApr 2025
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients29
DateMar 2025
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients29
DateMar 2025
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients29
DateMar 2025
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients29
DateMar 2025
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees3
Clients29
DateFeb 2025
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees3
Clients329
DateFeb 2025
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees3
Clients329
DateFeb 2024
Total AUM$143M
Discretionary$51.6M
Non-Disc.$91.4M
Employees3
Clients329
DateMar 2023
Total AUM$117M
Discretionary$40.2M
Non-Disc.$76.8M
Employees3
Clients320
DateMar 2023
Total AUM$117M
Discretionary$40.2M
Non-Disc.$76.8M
Employees3
Clients320
DateMar 2022
Total AUM$141.8M
Discretionary$40.3M
Non-Disc.$101.6M
Employees3
Clients294
DateMar 2021
Total AUM$122.7M
Discretionary$29.5M
Non-Disc.$93.2M
Employees3
Clients273
DateJun 2020
Total AUM$128.8M
Discretionary$19.8M
Non-Disc.$109M
Employees3
Clients0
DateMar 2020
Total AUM$128.8M
Discretionary$19.8M
Non-Disc.$109M
Employees3
Clients0
DateMar 2019
Total AUM$116.7M
Discretionary$14.4M
Non-Disc.$102.3M
Employees3
Clients0
DateApr 2018
Total AUM$115.9M
Discretionary$11.7M
Non-Disc.$104.2M
Employees3
Clients0
DateMar 2017
Total AUM$98.6M
Discretionary$6.4M
Non-Disc.$92.2M
Employees1
Clients200
DateFeb 2016
Total AUM$102M
Discretionary$6.3M
Non-Disc.$95.7M
Employees1
Clients200
DateJan 2016
Total AUM$112.7M
Discretionary$6.9M
Non-Disc.$105.8M
Employees1
Clients200
DateAug 2015
Total AUM$112.7M
Discretionary$6.9M
Non-Disc.$105.8M
Employees1
Clients200
DateMar 2015
Total AUM$112.7M
Discretionary$6.9M
Non-Disc.$105.8M
Employees1
Clients200
DateFeb 2014
Total AUM$110.8M
Discretionary$5.7M
Non-Disc.$105.1M
Employees1
Clients200
DateMar 2013
Total AUM$105.3M
Discretionary$5.5M
Non-Disc.$99.8M
Employees1
Clients200
DateJun 2012
Total AUM$100.2M
Discretionary$5.1M
Non-Disc.$95.1M
Employees1
Clients200
DateMar 2012
Total AUM$100.2M
Discretionary$5.1M
Non-Disc.$95.1M
Employees1
Clients200
DateDec 2011
Total AUM$123.7M
Discretionary$3.8M
Non-Disc.$119.9M
Employees1
Clients101
DateJul 2011
Total AUM$123.7M
Discretionary$3.8M
Non-Disc.$119.9M
Employees5
Clients--
DateMay 2011
Total AUM$123.7M
Discretionary$3.8M
Non-Disc.$119.9M
Employees5
Clients--
DateApr 2011
Total AUM$116.7M
Discretionary$0
Non-Disc.$116.7M
Employees5
Clients--
DateJan 2011
Total AUM$105.2M
Discretionary$0
Non-Disc.$105.2M
Employees5
Clients--
DateApr 2010
Total AUM$105.2M
Discretionary$0
Non-Disc.$105.2M
Employees5
Clients--
DateMar 2010
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees5
Clients--
DateApr 2009
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees5
Clients--