Webs Investments Inc.
RIASEC RegisteredEst. 2024
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$770K
Accounts
13
Employees
5
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 333355
- Registered since
- October 18, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Webs Investments Inc. is a small, institutional-focused advisory firm that registered with the SEC in 2024. The firm is organized as a corporation and reports business activities as a CPO or CTA while providing portfolio management for investment companies. Its client base is institutional, it charges fees based on a percentage of assets under management, and it does not market itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Benjamin Fulton
Registered RepresentativeCRD 1520661
Kevin Rich
Registered RepresentativeCRD 1600833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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