Overview
Assets Under Management: $137 million
High-Net-Worth Clients: 37
Average Client Assets: $4 million
Frequently Asked Questions
BOX HILL PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322620), BOX HILL PRIVATE WEALTH is subject to fiduciary duty under federal law.
BOX HILL PRIVATE WEALTH serves 37 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, BOX HILL PRIVATE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
BOX HILL PRIVATE WEALTH manages $137 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, BOX HILL PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.93
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 322620
Filing ID: 2060828
Last Filing Date: 2026-02-26 12:36:59