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Webs Investments Inc.

● SEC registered since 2024CRD 333355SEC# 801-131319
Export (members)
Reg. AUM
$4.7M
Employees
4
Accounts
2
Location

Webs Investments Inc. assets under management

Webs Investments Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $4.7 million in regulatory assets under management and employs 4 people.

Webs Investments Inc. owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Thomas Fulton ControlFounder, Chief Executive Officer, President, Secretary50-75%2024
Kevin Jay Rich ControlChief Compliance OfficerUnder 5%2024
Westwood Holdings Group ControlOwner10-25%2024

Frequently asked questions

How much does Webs Investments Inc. manage?

Webs Investments Inc. reports $4.7 million in regulatory assets under management on its Form ADV.

How many employees does Webs Investments Inc. have?

Webs Investments Inc. reports 4 employees.

Does Webs Investments Inc. disclose fund performance?

Webs Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone1-630-235-1507
Office hours9-5 Mt
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.7M
Non-discretionary$0
Total (RAUM)$4.7M