BOX FINANCIAL ADVISORS, LLC - Financial Advisor in Texas, Grapevine

Tel: (817) 865-1811 1600 W Northwest Hwy Suite 300 Grapevine, Texas 76051

About BOX FINANCIAL ADVISORS, LLC

BOX FINANCIAL ADVISORS, LLC is a Grapevine, Texas based financial advisory firm with nearly $96,509,015 in assets under management and provides investment advisory services for 595 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

155623

Firm SEC#:

801-127749

Assets Under Management:

$96,509,015

No. of Clients:

595

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Texas, Grapevine

FirmCRD#:108150

SEC#:801-56931

No. of Advisors:4

No. of Clients:1226

AUM:$263,375,395

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ASSET PRESERVATION GROUP INC

108150

801-56931

1226

$263,375,395

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