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Building 2WEBB FINANCIAL GROUP

Map pinBLOOMINGTON, MN
Phone952-837-3200
NotebookSEC #801-39985
Total AUM
$397.2M
Employees
8
Clients
673

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8120 PENN AVENUE SOUTH
SUITE 177
BLOOMINGTON
MN 55431
United States
Operating Hours
8:30AM - 04:30PM
Monday - Friday
Phone
952-837-3200

ReceiptFinancials

Total AUM
$397.2M
Accounts
1,896
Discretionary
$377.3M
Accounts
1,793
Non-Discretionary
$19.9M
Accounts
103

ContactClients

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Individual Clients
671
AUM
$373.7M
HNW Individual Clients
2
AUM
$23.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILMNMOTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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