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BOX FINANCIAL ADVISORS, LLC
BOX FINANCIAL ADVISORS, LLC
GRAPEVINE, Texas
·
2 registered advisors
·
CRD# 155623
SEC# 801-127749
0
(817) 865-1811
01
Firm Overview
AUM
$97M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BOX FINANCIAL ADVISORS, LLC
2 registered advisors
Clinton Chad Snead
GRAPEVINE, Texas
CRD# 4234043
Parker Powers Dustin
GRAPEVINE, Texas
CRD# 5861540
05
Office Locations
GRAPEVINE, Texas
2 advisors
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Data sourced from SEC Form ADV filings. BOX FINANCIAL ADVISORS, LLC (CRD# 155623) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.