BOX FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$96,912,257
Discretionary
$93,363,732
Non-discretionary
$3,548,525
Firm details
- CRD number
- 155623
- SEC file number
- 801-127749
- Main office
- GRAPEVINE, TX, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.