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| Webb Advisors Incorporated
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|
|
|---|---|
| CRD # | 106617 |
| SEC # | 801-39985 |
| CIK # | |
| AUM | $295.1 MM (2023-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 952-837-3200 |
| Address | 8120 Penn Avenue South Bloomington, MN 55431 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 662 | 279.6 |
| (b) Individuals (high net worth individuals) | 2 | 15.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,939 | 295.1 |
| By Discretionary | ||
| Discretionary | 1,769 | 274.5 |
| Non-Discretionary | 170 | 20.6 |
| Total | 1,939 | 295.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.1 | |
| Total | 1,939 | 295.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
May Barnhard Investments LLC D/B/A MBI LLC
✚
|
MD | 0.3 |
|
Nepsis Inc
✚
|
MN | 0.3 |
|
Proctor Financial Inc
✚
|
MA | 0.3 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.3 |
|
Aspire Private Capital LLC
✚
|
NC | 0.3 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.3 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.3 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.3 |
|
Armor Investment Advisors LLC
✚
|
NC | 0.3 |