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).
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Total Assets Under Management464MILLION
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Total Number of Accounts1,306ACCOUNTS
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Average Account Value$355,069
- 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)
CA, DC, FL, LA, MA, MD, NJ, PA, TX, VA
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.
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.
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.
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.
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.