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BOX FINANCIAL ADVISORS, LLC

1600 W Northwest Hwy
Suite 300
Grapevine, Texas 76051
Tel: (817) 865-1811

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About BOX FINANCIAL ADVISORS, LLC

BOX FINANCIAL ADVISORS, LLC, formally registered with the SEC as BOX FINANCIAL ADVISORS, LLC. The firm was established in 04/26/2023. They have over 1 offices throughout the country.

BOX FINANCIAL ADVISORS, LLC is a Grapevine, Texas based Financial Planning firm with nearly $96,509,015 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155623
SEC#801-127749
Assets Managed by Firm$96,509,015
No. of Clients595
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total595$96,509,015
Individuals (other than high net worth individuals)131$29,288,521
High net worth individuals84$56,671,881
Corporations or other businessesFewer than 5 clients$10,548,613

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