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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-17-1991
- Office Locations
- 1
Office Locations
About Webb Financial Group
Webb Financial Group is a Bloomington, MN wealth management firm providing comprehensive financial and investment planning for individuals and families focused on building and preserving multi-generational wealth. The team develops tailored, goal-based portfolios with a risk-aware process supported by Nitrogen (Riskalyze) risk profiling. The firm works with major custodians including Schwab and Fidelity and uses platforms such as Advyzon and Pontera.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL GEORGE BISCHOFF
Chief Operating Officer, Investment Advisor
- CRD
- #2038944
- Ownership
- 50% but less than 75%
TIMOTHY ROBERT GREIFE
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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GARY SCOTT WEBB
Financial Advisor, Partner
- CRD
- #4912937
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,336,000 | $210,450 |
| Non-Discretionary | $19,864,000 | $192,854 |
| Total | $397,200,000 | $209,494 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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