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Sandbox Financial Partners, LLC

Headquartered in BETHESDA, MD

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Firm Information

Sandbox Financial Partners, LLC is an independent Registered Investment Advisor headquartered in Bethesda, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other institutions. They have approximately $575 million in regulatory assets under management. The firm's website can be found at sandboxfinancial.com.

Sandbox Financial Partners, LLC

6903 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$575.17M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

SANDBOX FINANCIAL PARTNERS, LLC has a total of 4 branch locations across the country.
location

Traverse City, MI

location

LAKEWOOD, FL

location

BETHESDA, MD

location

EASTON, PA

Advisors at Sandbox Financial Partners, LLC

View All 5 Advisors
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Brian Charles Salcetti

RA

BETHESDA, MD

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Frederick John Bohlander

RA

LAKEWOOD, FL

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Daniel Harton Christenson

RA

BETHESDA, MD

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Unclaimed
William Burch Bruno

RA

BETHESDA, MD

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Unclaimed
James Manuel Decosta

RA

BETHESDA, MD

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Unclaimed
Ryan William Knabusch

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Sandbox Financial Partners, LLC.

Frequently Asked Questions (6)

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