CRD: 310867
Azure SKY Financial Life Planning, LLC
$15.2M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2020
- Office Locations
- 1
Office Locations
-- Burleson TX
About Azure SKY Financial Life Planning, LLC
Azure Sky Financial Life Planning is a Texas-registered, flat-fee, fee-only fiduciary led by CFP and Registered Life Planner Michael K. Babcock. The firm focuses on people over 50, combining values-based financial life planning with retirement planning, tax and estate planning, and ongoing wealth/investment management using institutional-quality portfolios. Custody includes Schwab.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$800.3K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL KENNETH BABCOCK
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5172396
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,796,964 | -- |
| Non-Discretionary | $2,408,652 | -- |
| Total | $15,205,616 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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