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WEBB FINANCIAL GROUP
WEBB FINANCIAL GROUP LLC
CRD 291638
26050 ACERO, MISSION VIEJO, CA, 92691, United States
Phone
949-328-4210
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.4M
Discretionary AUM
$94.4M
Team
1 total employees; 1 advisory reps; 224 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $42.8M |
| High net worth individuals | 53 | $51.6M |
All web addresses on file
Official SEC filing: View on IAPD