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- Custodian
- Assetmark · Fidelity/NFS · Jackson National Life · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2001
- Office Locations
- 1
Office Locations
About WIN Team Advisory Services
WIN-TEAM Advisory Services is a California-based RIA focused on retirement-oriented financial planning and detailed investment planning for individuals and families. The team builds customized asset-allocation strategies and investment product recommendations based on client goals and risk tolerance, with an emphasis on long-term trends. Notable for a collaborative, multi-associate service approach; custody includes Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WINSTON CRIST
President
- CRD
- #1902177
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRENT ROBERT BROADDUS
Financial Advisor
- CRD
- #4875940
JUAN CARLOS MANSILLA
Investment Advisor
- CRD
- #4801129
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,622,081 | $365,434 |
| Non-Discretionary | $0 | -- |
| Total | $57,622,081 | $365,434 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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