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Building 2WIN TEAM ADVISORY SERVICES

Map pinIRVINE, CA
Phone949-336-7300
NotebookSEC #801-68877
Total AUM
$56.6M
Employees
3
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
560 WALD
IRVINE
CA 92618
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
949-336-7300

ReceiptFinancials

Total AUM
$56.6M
Accounts
155
Discretionary
$56.6M
Accounts
155
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$10.1M
HNW Individual Clients
47
AUM
$45.8M
Charitable Organization Clients
1
AUM
$658.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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