Webs Investments Inc.
RIASEC Registered
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 corporation registered as an institutional registered investment adviser and is SEC-registered in 2024. The firm serves an institutional client base and bills on a percentage-of-AUM fee model. Its stated business activities include acting as a CPO or CTA and providing portfolio management services for investment companies. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Ownership is listed as a domestic entity/individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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