SANDBOX FINANCIAL PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$682M
Discretionary
$622M
91% of AUM
Avg account
$429K
Accounts
1,590
Employees
11
Advisory reps
6

Firm details

Headquarters
BETHESDA, Maryland
CRD number
297858
Registered since
August 13, 2018
Website
sandboxfp.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.67%
  • Pension & Profit Sharing Plans12.78%
  • Individuals4.41%
  • Corporations / Businesses3.15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sandbox Financial Partners, LLC is an independent, SEC‑registered RIA that began registration in 2018 and is owned by an individual principal. The firm acts as a capital allocator for both individual/family and institutional clients and provides fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm does not position itself as an ESG investor. Sandbox was named a Top RIA Firm by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Investment Grade Corp Bonds 18%, Cash & Cash Equivalents 9%, US Government Bonds 4%, State & Local Bonds 1%, Private Funds 1%67%
  • Exchange Traded Equities67%
  • Investment Grade Corp Bonds18%
  • Cash & Cash Equivalents9%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • ANDREW SALCETTI

    Partner, Chief Compliance and Operations OfficerCRD 5906617

  • BRIAN SALCETTI

    CEO & Managing PartnerCRD 4719384

Contacts

3 of 4

  • DANIEL CHRISTENSON

    Vice President and Wealth AdvisorCRD 6337719

  • FREDERICK BOHLANDER

    Founder & Managing PartnerCRD 2111955

  • Steven Scott

    Wealth AdvisorCRD 7314602

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 72

Active vs passive

$240M in ETFs

Passive

81%

$194M

Active

14%

$45.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$39.5M90,33716.46%
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Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
6903 Rockledge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth