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BABB WEALTH ADVISORS LLC
FLAGSTAFF, AZ
928-526-2911
SEC #801-125695Total AUM
$209.4M
Employees
8Clients
349Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
19 W. ASPEN AVENUE
FLAGSTAFF
AZ 86001
United States
FLAGSTAFF
AZ 86001
United States
Operating Hours
8:00 AM - 5:00 PM M-TH 8:00 - 12:00 F
8:00 AM - 5:00 PM M-TH 8:00 - 12:00 F
8:00 AM - 5:00 PM M-TH 8:00 - 12:00 F
Phone
928-526-2911
Other Offices
1
Financials
Total AUM
$209.4M
Accounts
927Discretionary
$209.1M
Accounts
924Non-Discretionary
$332.5K
Accounts
3
Clients
Individual Clients
266AUM
$134.7M
HNW Individual Clients
81AUM
$74.3M
Pension/Profit Sharing Plan Clients
1AUM
$332.5K
Charitable Organization Clients
1AUM
$105.6K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY MANAGERS
Compliance
Disclosures
None reported
State Registrations
AZCACOLAORTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.