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Justin Gradolf

Sandbox Financial Partners

1111 Brickell Ave
10th Floor

Miami, FL 33131

202-286-5383

About Sandbox Financial Partners

As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish.

Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.

General Information

Firm Start Year

No.of Employees

5-9

CRD#

5171313

Firm CRD#

297858

Years of Experience in Financial Services

15

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Stocks, Commodities, Bonds, Options & Futures, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, At your home, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Long Term Care

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Additional Details on Charges

Management fee varies based on Assets Under Management.