Qbox Fiduciary Solutions, LLC
Qbox Fiduciary Solutions, LLC (CRD# 167622) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $75,657,800 in 221 accounts and serve the financial needs of clients across 15 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts221ACCOUNTS
Average Account Value$342,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, ND, NY, OH, TN, TX, UT, VI, WA
Gregory Moerchen (CRD# 2449896) is an Investment Advisor Representative working at Qbox Fiduciary Solutions, LLC in Fort Wayne, IN and has over 24 years of experience in the finance industry.