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Home > Retirement Planners > arizona > flagstaff > BABB WEALTH ADVISORS LLC
BABB WEALTH ADVISORS LLC
19 W. Aspen Avenue
Flagstaff, Arizona 86001
Tel: 928-526-2911
About BABB WEALTH ADVISORS LLC
BABB WEALTH ADVISORS LLC, formally registered with the SEC as BABB WEALTH ADVISORS LLC. The firm was established in 05/18/2022. They have over 1 offices throughout the country.
BABB WEALTH ADVISORS LLC is a Flagstaff, Arizona based Financial Planning firm with nearly $116,511,177 assets under management, offering retirement planning & investment advisory services to 697 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298347 |
| SEC# | 801-125695 |
| Assets Managed by Firm | $116,511,177 |
| No. of Clients | 697 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Other (THIRD PARTY MANAGERS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 697 | $116,511,177 |
| Individuals (other than high net worth individuals) | 246 | $46,685,094 |
| High net worth individuals | 61 | $69,735,177 |
| Charitable organizations | 1 | $90,906 |
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