Paul Gregory Babij
Advisor at Sundial Wealth LLC — Delray Beach, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
28 years
Location
Delray Beach, FL 33483
Sundial Wealth LLC
Supported
Total advisors
2Clients per advisor
29 LowAvg AUM per client
$2,168,776 Very HighHNW client ratio
88% Very HighPaul Babij is a CFA® charterholder with 28 years of industry experience. He is a principal at Sundial Wealth LLC, where he has worked since 2022, and has prior experience at firms including Bunkport Capital LLC and Norfolk Markets, LLC. Outside of his advisory role, he is involved with Sundial Real Estate Partners, a commercial real estate venture entity, and Sundial Studios, which invests in privately owned small and medium-sized businesses. Sundial Wealth LLC manages approximately $125.8 million for around 58 clients, primarily high and ultra-high net worth individuals, trusts, and family offices. The firm employs a goals-based, all-weather investment approach combining tactical and passive strategies across multiple asset classes and may utilize third-party sub-advisors, direct indexing, and alternative strategies in client portfolios.
Based on Sundial Wealth LLC
Based on Sundial Wealth LLC
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $10,000,000: 1.25% annually $10,000,001+: 1.00% annually
$500 per hour for financial planning services
Performance-based fees for qualified clients, fee exceeding 3.00% for Ambrus Sundial L.P. investors, available only to qualified clients with net worth > $2,200,000 or minimum $1,100,000 managed
Account minimum: $100,000 to open an account. Generally requires $1,000,000 and Accredited Investor status for customized portfolios, negotiable.
Delray Beach, FL
904 SE 5th Avenue
Delray Beach FL 33483
Advisors at this office
2
Florida · Texas
28 years of industry experience
Sundial Real Estate Partners
2022 - Present • 4 years
Boca Raton, FL
Sundial Studios
2022 - Present • 4 years
Boca Raton, FL
Sundial Wealth LLC
2022 - Present • 4 years
Boca Raton, FL
Ascent Systematic Advisors LLC
2022 - 2022 • 1 year
New York, NY
Ascent Systematic Advisors LLC
2021 - 2022 • 1 year
New York, NY
Paul Gregory Babij, Sole Proprietor
2021 - Present • 5 years
Boca Raton, FL
Bunkport Capital LLC
2018 - 2021 • 3 years
Boca Raton, FL
Norfolk Markets, Llc
2013 - 2017 • 4 years
New York, NY
Trutino Capital Management
2013 - 2017 • 4 years
New York, NY
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Fund sponsor
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Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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