QBOX FIDUCIARY SOLUTIONS, LLC

1020 E Dupont Road
Fort Wayne, Indiana 46825
Tel: 260-328-1889

About QBOX FIDUCIARY SOLUTIONS, LLC

QBOX FIDUCIARY SOLUTIONS, LLC, formally registered with the SEC as QBOX FIDUCIARY SOLUTIONS, LLC. The firm was established in 05/19/2016. They have over 1 offices throughout the country.

QBOX FIDUCIARY SOLUTIONS, LLC is a Fort Wayne, Indiana based Financial Planning firm with nearly $434,023,165 assets under management, offering retirement planning & investment advisory services to 378 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167622
SEC#	801-107788
Assets Managed by Firm	$434,023,165
No. of Clients	378
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	378	$434,023,165
Individuals (other than high net worth individuals)	116	$13,503,498
High net worth individuals	11	$11,623,788
Pension and profit sharing plans	219	$408,895,879

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