Sign in Sign up for free

Webb, David Stauffer (Indianapolis)


Webb, David Stauffer is a large advisory firm based in Indianapolis. It manages $78 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois, Indiana, and Texas.

Logo

Webb, David Stauffer provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Webb, David Stauffer: assets under management

The assets under management (AUM) of Webb, David Stauffer is $78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $390 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Webb, David Stauffer for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Webb, David Stauffer performs its advisory services is located at 2408 Central Avenue, Indianapolis, IN 46205, which is also the mailing address of the firm. An additional office of the firm is in Geneva, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-951-8799 or by fax 317-951-7187. The normal business hours are 9a.m.-4p.m. on Monday - Friday. You can find more information about the New York firm at www.webbinvestments.com.


Registered investment advisers similar to Webb, David Stauffer