Box Financial Advisors, LLC

Box Financial Advisors, LLC (CRD# 155623) is a financial advisory firm headquartered in Grapevine, TX. They manage $96,509,015 in 595 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1600 W Northwest Hwy, Suite 300, Grapevine, TX 76051
http://www.boxfinancial.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $162,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, TX

Financial Advisors at Box Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Clinton Snead, financial advisor Grapevine TX
Clinton C. Snead
CRD#: 4234043
1600 W Northwest Hwy, Suite 300, Grapevine, TX 76051

Clinton Snead (CRD# 4234043) is an Investment Advisor Representative working at Box Financial Advisors, LLC in Grapevine, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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