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Justin Gradolf

Sandbox Financial Partners

6903 Rockledge Dr
Suite 1200

Bethesda, MD 20817
(301) 2144190

About Sandbox Financial Partners

As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish.

Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.

General Information

Firm Start Year

2018

No.of Employees

5-9

CRD#

5171313

Firm CRD#

297858

Years of Experience in Financial Services

15

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Insurance, Annuities, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At your home, Via email, Via phone, At your office, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Additional Details on Charges

Management fee varies based on Assets Under Management.