Box Holdings LLC

Box Holdings LLC (CRD# 281336) is a financial advisory firm headquartered in Honolulu, HI. They manage $5,150,187 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Box Holdings LLC
Showing 1 - 1 of 1 top financial advisors.
Jules S. Theil
CRD#: 6562338
7 Waterfront Plaza, 500 Ala Moana Blvd, Suite 400, Honolulu, HI 96813

Jules Theil (CRD# 6562338) is an Investment Advisor Representative working at Box Holdings LLC in Honolulu, HI and has over 3 years of experience in the finance industry.

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