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Home > Retirement Planners > texas > grapevine > BOX FINANCIAL ADVISORS, LLC
BOX FINANCIAL ADVISORS, LLC
1600 W Northwest Hwy
Suite 300
Grapevine, Texas 76051
Tel: (817) 865-1811
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 Status | Approved |
|---|---|
| Firm CRD# | 155623 |
| SEC# | 801-127749 |
| Assets Managed by Firm | $96,509,015 |
| No. of Clients | 595 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 595 | $96,509,015 |
| Individuals (other than high net worth individuals) | 131 | $29,288,521 |
| High net worth individuals | 84 | $56,671,881 |
| Corporations or other businesses | Fewer than 5 clients | $10,548,613 |
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