WEBS Investments Inc

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Assets, Funds, Holdings

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WEBS Investments Inc
CRD #333355
SEC #801-131319
CIK #
AUM 10.0 M (2026-04-23)
Employees 5 (80% Investors, 60% Brokers)
Phone630-235-1507
Address
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
151296302010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 13 10.0
(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 13 10.0
By Discretionary
Discretionary 13 10.0
Non-Discretionary 0 0.0
Total 13 10.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 10.0
Total 13 10.0
Firm Profile (Form ADV)
ServesInstitutional
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