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).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $342,343
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, CO, FL, GA, IL, IN, ND, NY, OH, TN, TX, UT, VI, 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 22 years of experience in the finance industry.

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