Box Financial Advisors, LLC
Box Financial Advisors, LLC (CRD# 155623) is a financial advisory firm headquartered in Grapevine, TX. They manage $29,700,000 in 395 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts395ACCOUNTS
Average Account Value$75,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Clinton Snead (CRD# 4234043) is an Investment Advisor Representative working at Box Financial Advisors, LLC in Grapevine, TX and has over 16 years of experience in the finance industry.
Logan Bennett (CRD# 6226945) is an Investment Advisor Representative working at Box Financial Advisors, LLC in Frisco, TX and has over 4 years of experience in the finance industry.