Claim Profile
JB

Joshua David Babbitt

BH3 FUND ADVISORS LLC·FORT LAUDERDALE, Florida
Unclaimed Profile
819 NE 2ND AVENUE, FORT LAUDERDALE, FL 33304CRD# 7719830Firm CRD# 298967
01

About

Joshua David Babbitt is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with BH3 FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BH3 FUND ADVISORS LLC
AUM
$176M
Regulatory assets under management
Employees
28
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7719830
Firm CRD# 298967
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT LAUDERDALE?

Browse all registered financial advisors in FORT LAUDERDALE, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Joshua David Babbitt offer?
Joshua David Babbitt specializes in Retirement Planning. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Joshua David Babbitt's credentials?
Joshua David Babbitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Babbitt located?
Joshua David Babbitt is based in FORT LAUDERDALE, Florida, working with BH3 FUND ADVISORS LLC. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Joshua David Babbitt charge for services?
Joshua David Babbitt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BH3 FUND ADVISORS LLC?
BH3 FUND ADVISORS LLC has approximately 28 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →