Overview
Assets Under Management: $371 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 1
Average Client Assets: $15 million
Frequently Asked Questions
WEBB ADVISORS INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106617), WEBB ADVISORS INCORPORATED is subject to fiduciary duty under federal law.
WEBB ADVISORS INCORPORATED is headquartered in BLOOMINGTON, MN.
WEBB ADVISORS INCORPORATED serves 1 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, WEBB ADVISORS INCORPORATED offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
WEBB ADVISORS INCORPORATED manages $371 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, WEBB ADVISORS INCORPORATED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.01
Average High-Net-Worth Client Assets: $15 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