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SANDBOX FINANCIAL PARTNERS, LLC
CRD 297858 · SEC 801-113779
6903 ROCKLEDGE DRIVE, SUITE 300, BETHESDA, MD, 20817, United States
Phone
(301) 214-4190
Fax
(888) 730-2470
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$681.7M
Discretionary AUM
$621.9M
Team
11 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $30.1M |
| High net worth individuals | 273 | $543.1M |
| Pension/profit sharing plans | 27 | $87.1M |
| Corporations/business entities | 7 | $21.4M |
States served
CA, DC, LA, MD, MA, MI, NJ, PA, VA, TX, FL
All web addresses on file
- https://www.facebook.com/sandboxfp/
- https://twitter.com/Sandbox_FP
- https://www.instagram.com/sandboxfinancial/
- https://www.thesandboxdaily.com/
- https://sandboxfp.com/
- https://www.linkedin.com/company/sandboxfp/
- https://www.youtube.com/@SandboxFinancial
- https://www.sandboxpulse.com/
- https://www.sandboxfinancial.com
Official SEC filing: View on IAPD