Win Team Insurance Services, Inc.
Win Team Insurance Services, Inc. is an SEC-registered mass-market adviser with $56.6M assets under management (AUM, regulatory AUM), -60% over one year. See who owns Win Team Insurance Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136680, data through 2025-04-30.
- AUM (assets under management / regulatory AUM)
- $56.6M (2025-04-30)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 329
- CRD
- 136680
- Ownership
- CRIST, DAVID, WINSTON; REGUERO, EDWARD, ANTHONY
How much AUM does Win Team Insurance Services, Inc. have?
Win Team Insurance Services, Inc. reported $56.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-04-30).
Who owns Win Team Insurance Services, Inc.?
Disclosed owners and executives of Win Team Insurance Services, Inc. include CRIST, DAVID, WINSTON, REGUERO, EDWARD, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.