Qbox Fiduciary Solutions, LLC
Qbox Fiduciary Solutions, LLC is an SEC-registered ria in Fort Wayne, IN with $429.2M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Qbox Fiduciary Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167622, SEC 801-107788, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $429.2M (2026-03-05)
- Firm type
- Ria
- Location
- Fort Wayne, IN
- Employees
- 2
- Clients
- 314
- CRD
- 167622
- Ownership
- KAUFMAN, MARK, CHRISTIAN; MOERCHEN, GREGORY, ALLEN
How much AUM does Qbox Fiduciary Solutions, LLC have?
Qbox Fiduciary Solutions, LLC reported $429.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Qbox Fiduciary Solutions, LLC?
Disclosed owners and executives of Qbox Fiduciary Solutions, LLC include KAUFMAN, MARK, CHRISTIAN, MOERCHEN, GREGORY, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.