WEBB ADVISORS INCORPORATED
Legal name: WEBB FINANCIAL GROUP
CRD #106617 SEC #801-39985 BLOOMINGTON, MN 952-837-3200
SEC Registered
Total AUM
$371.2M
Discretionary
$353.4M
Employees
8
Clients
--
Accounts
1,870
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $371.2M | $353.4M | $17.8M | 8 | 0 |
| Mar 2024 | $316M | $302M | $14M | 7 | 0 |
| Mar 2023 | $295.1M | $274.5M | $20.6M | 7 | 0 |
| Apr 2022 | $320.5M | $291.9M | $28.6M | 7 | 0 |
| Mar 2021 | $290.2M | $255.4M | $34.8M | 6 | 0 |
| Jun 2020 | $251.4M | $221.3M | $30.1M | 6 | 0 |
| Apr 2020 | $251.4M | $221.3M | $30.1M | 6 | 0 |
| Mar 2019 | $196.7M | $174.5M | $22.2M | 7 | 0 |
| Mar 2018 | $195.6M | $177.1M | $18.6M | 6 | 0 |
| Mar 2017 | $191.8M | $172.4M | $19.4M | 7 | 600 |
| Jul 2016 | $175.8M | $159.2M | $16.5M | 7 | 600 |
| Mar 2016 | $155.8M | $155.8M | $0 | 7 | 600 |
| Mar 2015 | $226.8M | $226.8M | $0 | 6 | 600 |
| Feb 2014 | $127.8M | $127.8M | $0 | 5 | 690 |
| Feb 2014 | $127.8M | $127.8M | $0 | 5 | 1,200 |
| Mar 2013 | $129.8M | $129.8M | $0 | 4 | 1,200 |
| Mar 2012 | $115.4M | $115.4M | $0 | 1 | 1,000 |
| Apr 2011 | $129M | $129M | $0 | 5 | -- |
| Mar 2011 | $129M | $129M | $0 | 5 | -- |
| Jan 2010 | $99.1M | $99.1M | $0 | 5 | -- |
| Jan 2008 | $117.6M | $117.6M | $0 | 10 | -- |
| Mar 2006 | $104.1M | $104.1M | $0 | 5 | -- |
| Nov 2005 | $96.4M | $96.4M | $0 | 5 | -- |
| Mar 2004 | $121.4M | $121.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$371.2M
Discretionary$353.4M
Non-Disc.$17.8M
Employees8
Clients0
DateMar 2024
Total AUM$316M
Discretionary$302M
Non-Disc.$14M
Employees7
Clients0
DateMar 2023
Total AUM$295.1M
Discretionary$274.5M
Non-Disc.$20.6M
Employees7
Clients0
DateApr 2022
Total AUM$320.5M
Discretionary$291.9M
Non-Disc.$28.6M
Employees7
Clients0
DateMar 2021
Total AUM$290.2M
Discretionary$255.4M
Non-Disc.$34.8M
Employees6
Clients0
DateJun 2020
Total AUM$251.4M
Discretionary$221.3M
Non-Disc.$30.1M
Employees6
Clients0
DateApr 2020
Total AUM$251.4M
Discretionary$221.3M
Non-Disc.$30.1M
Employees6
Clients0
DateMar 2019
Total AUM$196.7M
Discretionary$174.5M
Non-Disc.$22.2M
Employees7
Clients0
DateMar 2018
Total AUM$195.6M
Discretionary$177.1M
Non-Disc.$18.6M
Employees6
Clients0
DateMar 2017
Total AUM$191.8M
Discretionary$172.4M
Non-Disc.$19.4M
Employees7
Clients600
DateJul 2016
Total AUM$175.8M
Discretionary$159.2M
Non-Disc.$16.5M
Employees7
Clients600
DateMar 2016
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees7
Clients600
DateMar 2015
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees6
Clients600
DateFeb 2014
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees5
Clients690
DateFeb 2014
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees5
Clients1,200
DateMar 2013
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees4
Clients1,200
DateMar 2012
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees1
Clients1,000
DateApr 2011
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees5
Clients--