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).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $356,652
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, GA, IN, NH, NY, TX, UT, WA

Financial Advisors at Qbox Fiduciary Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory A. Moerchen
CRD#: 2449896
3601 Hobson Road, Suite 202, Fort Wayne, IN 46815
73
Wealthminder
score

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.

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