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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2018
- Office Locations
- 1
Office Locations
About Webb Financial Group
Webb Financial Group is a California-registered investment adviser led by Shannon Webb, CRPC, serving families, professionals, and retirees in Orange County. The firm provides retirement-focused financial planning, investment management, and college savings guidance, and coordinates with outside tax, estate, and insurance professionals as needed. Portfolios commonly use ETFs and mutual funds, with an emphasis on client education and clear communication, including in-home or convenient-location meetings.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SHANNON J WEBB
Financial Advisor
- CRD
- #5096053
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,415,118 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,415,118 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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