Overview
Assets Under Management: $237 million
Headquarters: MINNEAPLOIS, MN
High-Net-Worth Clients: 15
Average Client Assets: $10.1 million
Frequently Asked Questions
WEBSTER PARTNERS 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 #107698), WEBSTER PARTNERS is subject to fiduciary duty under federal law.
WEBSTER PARTNERS is headquartered in MINNEAPLOIS, MN.
WEBSTER PARTNERS serves 15 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, WEBSTER PARTNERS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WEBSTER PARTNERS manages $237 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, WEBSTER PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.62%
Average Client Assets: $10.1 million
Total Client Accounts: 17
Discretionary Accounts: 13
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 107698
Filing ID: 1193004
Last Filing Date: 2018-03-19 14:27:00