Qbox Fiduciary Solutions, LLC

Qbox Fiduciary Solutions, LLC (CRD# 167622) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $366,556,888 in 362 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1020 E Dupont Road, Fort Wayne, IN 46825
http://www.qboxfs.com
By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $1,012,588
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
The map below shows states where this firm has explicit registration only.

CA, GA, IL, IN, MA, NM, NV, NY, OH, TX, UT

Financial Advisors at Qbox Fiduciary Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Moerchen, financial advisor Fort Wayne IN
Gregory A. Moerchen
CRD#: 2449896
1020 E Dupont Road, Fort Wayne, IN 46825

Gregory Moerchen (CRD# 2449896) is an Investment Advisor Representative working at Qbox Fiduciary Solutions, LLC in Fort Wayne, IN and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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