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QBOX FIDUCIARY SOLUTIONS, LLC
CRD 167622 · SEC 801-107788
1020 E DUPONT ROAD, FORT WAYNE, IN, 46825, United States
Phone
260-328-1889
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$429.2M
Discretionary AUM
$425.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $14.7M |
| High net worth individuals | 21 | $14.9M |
| Pension/profit sharing plans | 187 | $399.6M |
States served
CA, GA, IL, IN, MA, NV, NM, NY, NC, OH, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD