Overview
Assets Under Management: $371 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 4
Average Client Assets: $89 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.99
Average High-Net-Worth Client Assets: $89 million
Total Client Accounts: 1,870
Discretionary Accounts: 1,790
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 106617
Filing ID: 1968963
Last Filing Date: 2025-03-28 14:58:00
Website: https://webbfinacial.com