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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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