WIN TEAM INSURANCE SERVICES, INC.
SEC file number 801-68877
· IRVINE, California
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$143M
Discretionary AUM
$51.6M
Employees
3
Clients
329
Firm
- Address
- 560 WALD
IRVINE, California 92618 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- INSURICA INSURANCE SERVICES, LLC Medium name-match confidence · CIK 1995594 · Oklahoma
- CORGI INSURANCE SERVICES, INC. Medium name-match confidence · CIK 2074564 · California
- Matic Insurance Services Inc. Medium name-match confidence · CIK 1832178 · Ohio
- Elysian Insurance Services Inc. Medium name-match confidence · CIK 2036602 · Tennessee
- One Team Insurance LLC Medium name-match confidence · CIK 2034927 · Pennsylvania
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CORGI INSURANCE SERVICES, INC. · D · Oct 30, 2026$30M
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CORGI INSURANCE SERVICES, INC. · D · Sep 4, 2026$20M
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CORGI INSURANCE SERVICES, INC. · D · Aug 24, 2026$40.7M
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Matic Insurance Services Inc. · D · Aug 13, 2026$25M
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CORGI INSURANCE SERVICES, INC. · D · Jun 4, 2026$266.1M
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INSURICA INSURANCE SERVICES, LLC · D · Apr 8, 2026$24.8M
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CORGI INSURANCE SERVICES, INC. · D · Apr 3, 2026$108.6M
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One Team Insurance LLC · D · Jan 29, 2026$75K
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Elysian Insurance Services Inc. · D · Jul 18, 2025$6M