1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BOX FINANCIAL ADVISORS, LLC

Map pinGRAPEVINE, TX
Phone(817) 865-1811
NotebookSEC #801-127749
Total AUM
$96.9M
Employees
4
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 W NORTHWEST HWY
SUITE 300
GRAPEVINE
TX 76051
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(817) 865-1811

ReceiptFinancials

Total AUM
$96.9M
Accounts
932
Discretionary
$93.4M
Accounts
889
Non-Discretionary
$3.5M
Accounts
43

ContactClients

View more in analytics →

Individual Clients
124
AUM
$20.2M
HNW Individual Clients
108
AUM
$71M
Corporation or Business Clients
3
AUM
$5.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
LANETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account