Win Team Advisory Services

Win Team Advisory Services (CRD# 136680) is a financial advisory firm headquartered in Irvine, CA. They manage $102,017,853 in 184 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $554,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Win Team Advisory Services
Showing 1 - 3 of 3 top financial advisors.
1
Juan C. Mansilla
CRD#: 4801129
560 Wald, Irvine, CA 92618
93
Wealthminder
score

Juan Mansilla (CRD# 4801129) is an Investment Advisor Representative working at Win Team Advisory Services in Irvine, CA and has over 11 years of experience in the finance industry.

2
David W. Crist
CRD#: 1902177
23 Orchard, Lake Forest, CA 92630
86
Wealthminder
score

David Crist (CRD# 1902177) is an Investment Advisor Representative working at Win Team Advisory Services in Lake Forest, CA and has over 23 years of experience in the finance industry. David Crist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brent R. Broaddus
CRD#: 4875940
560 Wald, Irvine, CA 92618
83
Wealthminder
score

Brent Broaddus (CRD# 4875940) is an Investment Advisor Representative working at Win Team Advisory Services in Irvine, CA and has over 11 years of experience in the finance industry.

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