Qbox Fiduciary Solutions, LLC
Qbox Fiduciary Solutions, LLC (CRD# 167622) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $97,365,967 in 273 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management97MILLION
Total Number of Accounts273ACCOUNTS
Average Account Value$356,652
- 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, GA, IN, NH, NY, TX, UT, 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.