Babylon Wealth Management LLC
Babylon Wealth Management LLC (CRD# 283309) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $21,837,787 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Babylon Wealth Management LLC
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$682,431
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Babylon Wealth Management LLC
1
Stoyan Panayotov (CRD# 4861190) is an Investment Advisor Representative working at Babylon Wealth Management LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.
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