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
Qbox Fiduciary Solutions, LLC
By the Numbers
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Total Assets Under Management367MILLION
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Total Number of Accounts362ACCOUNTS
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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
Registered Investment Advisor
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
1
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.
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