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Blake Barrett Millard

SANDBOX FINANCIAL PARTNERS, LLC·BETHESDA, Maryland
Unclaimed Profile
6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 5424365Firm CRD# 297858
01

About

Blake Barrett Millard is a registered financial advisor based in BETHESDA, Maryland, affiliated with SANDBOX FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANDBOX FINANCIAL PARTNERS, LLC
SANDBOX FINANCIAL PARTNERS, LLC
AUM
$464M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SANDBOX FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5424365
Firm CRD# 297858
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Blake Barrett Millard offer?
Blake Barrett Millard specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Blake Barrett Millard's credentials?
Blake Barrett Millard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blake Barrett Millard located?
Blake Barrett Millard is based in BETHESDA, Maryland, working with SANDBOX FINANCIAL PARTNERS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Blake Barrett Millard charge for services?
Blake Barrett Millard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDBOX FINANCIAL PARTNERS, LLC?
SANDBOX FINANCIAL PARTNERS, LLC has approximately 10 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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