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Webb Advisors Incorporated

● SEC registered since 1991CRD 106617SEC# 801-39985Bloomington, MN
Export (members)
Reg. AUM
$371.2M
Employees
8
Accounts
1,870
Location
Bloomington, MN

Webb Advisors Incorporated assets under management

Webb Advisors Incorporated is an investment advisory firm registered with the SEC based in Bloomington, MN. The firm has been registered since 1991. It reports $371.2 million in regulatory assets under management and employs 8 people.
www.webbfinancial.comView on SEC.gov ↗

Webb Advisors Incorporated owners & executives

3 reported
NameTitleOwnershipSince
David Michael VerbekePartner5-10%2020
Michael George Bischoff ControlCoo25-50%2005
Timothy Robert Greife ControlCco10-25%2016

Frequently asked questions

How much does Webb Advisors Incorporated manage?

Webb Advisors Incorporated reports $371.2 million in regulatory assets under management on its Form ADV.

How many employees does Webb Advisors Incorporated have?

Webb Advisors Incorporated reports 8 employees.

Where is Webb Advisors Incorporated located?

Webb Advisors Incorporated is based in Bloomington, MN and has been SEC-registered since 1991.

Does Webb Advisors Incorporated disclose fund performance?

Webb Advisors Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8120 Penn Avenue South, Suite 177, Bloomington, MN 55431
Phone952-837-3200
Fax952-837-0011
Office hours8:30a.m. - 04:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$353.4M
Non-discretionary$17.8M
Total (RAUM)$371.2M