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Qbox Fiduciary Solutions, LLC

● SEC registered since 2016CRD 167622SEC# 801-107788Fort Wayne, IN
Export (members)
Reg. AUM
$429.2M
Employees
2
Accounts
346
Location
Fort Wayne, IN

Qbox Fiduciary Solutions, LLC assets under management

Qbox Fiduciary Solutions, LLC operates as an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2016. It reports $429.2 million in regulatory assets under management and employs 2 people.

Qbox Fiduciary Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Allen Moerchen ControlManaging Member And Chief Compliance Officer50-75%2013
Mark Christian Kaufman ControlMember50-75%2013

Frequently asked questions

How much does Qbox Fiduciary Solutions, LLC manage?

Qbox Fiduciary Solutions, LLC reports $429.2 million in regulatory assets under management on its Form ADV.

How many employees does Qbox Fiduciary Solutions, LLC have?

Qbox Fiduciary Solutions, LLC reports 2 employees.

Where is Qbox Fiduciary Solutions, LLC located?

Qbox Fiduciary Solutions, LLC is based in Fort Wayne, IN and has been SEC-registered since 2016.

Does Qbox Fiduciary Solutions, LLC disclose fund performance?

Qbox Fiduciary Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1020 E Dupont Road, Fort Wayne, IN 46825
Phone260-328-1889
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$425.5M
Non-discretionary$3.6M
Total (RAUM)$429.2M