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WEBB FINANCIAL GROUP
WEBB ADVISORS INCORPORATED
CRD 106617 · SEC 801-39985
8120 PENN AVENUE SOUTH, SUITE 177, BLOOMINGTON, MN, 55431, United States
Phone
952-837-3200
Fax
952-837-0011
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.2M
Discretionary AUM
$377.3M
Team
8 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 671 | $373.7M |
| High net worth individuals | 2 | $23.5M |
States served
AZ, CA, CO, IL, IA, MN, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD