|
⚲
|
| Keyboard |
| Sandbox Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 297858 |
| SEC # | 801-113779 |
| CIK # | 0001844892 |
| AUM | 681.7 M (2026-05-21) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-214-4190 |
| Address | 6903 Rockledge Drive Bethesda, MD 20817 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.4 | ||
| Amazon Com Inc | 14.7 | ||
| Microsoft Corp | 14.3 | ||
| Snowflake Inc | 9.8 | ||
| Nvidia Corp | 9.2 | ||
| SPDR Gold Trust | 5.3 | ||
| Alphabet Inc | 4.6 | ||
| Facebook Inc | 3.8 | ||
| Alphabet Inc | 3.7 | ||
| Broadcom Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 30.1 |
| (b) Individuals (high net worth individuals) | 273 | 543.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 87.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 21.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,590 | 681.7 |
| By Discretionary | ||
| Discretionary | 1,497 | 621.9 |
| Non-Discretionary | 93 | 59.8 |
| Total | 1,590 | 681.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.6 | |
| United States Persons | 672.1 | |
| Total | 1,590 | 681.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844892] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vantage Wealth
✚
|
CA | 683.8 M |
|
Marietta Investment Partners LLC
✚
|
WI | 683.7 M |
|
High Note Wealth LLC
✚
|
MN | 683.5 M |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 683.1 M |
|
Phocas Financial Corporation
✚
|
CA | 682.7 M |
|
Broad Run Investment Management LLC
✚
|
VA | 681.8 M |
|
Synergy Investment Management LLC
✚
|
FL | 681.5 M |
|
LMG Wealth Partners LLC
✚
|
LA | 681.2 M |
|
Eagle Bay Advisors LLC
✚
|
NY | 680.8 M |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 679.7 M |