Sandbox Financial Partners, LLC

Sandbox Financial Partners, LLC (CRD# 297858) is a financial advisory firm headquartered in Bethesda, MD. They manage $463,720,076 in 1,306 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    464
    MILLION
  • Total Number of Accounts
    1,306
    ACCOUNTS
  • Average Account Value
    $355,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, LA, MA, MD, NJ, PA, TX, VA

Financial Advisors at Sandbox Financial Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Frederick J. Bohlander
CRD#: 2111955
Lakewood, FL

Frederick Bohlander (CRD# 2111955) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Lakewood, FL and has over 33 years of experience in the finance industry.

2
William B. Bruno
CRD#: 4585916
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

William Bruno (CRD# 4585916) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.

3
Daniel H. Christenson
CRD#: 6337719
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

Daniel Christenson (CRD# 6337719) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 5 years of experience in the finance industry.

4
James M. Decosta
CRD#: 1150354
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

James Decosta (CRD# 1150354) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 38 years of experience in the finance industry.

5
Brian C. Salcetti
CRD#: 4719384
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

Brian Salcetti (CRD# 4719384) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.

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