QBOX FIDUCIARY SOLUTIONS, LLC
Adviser information for QBOX FIDUCIARY SOLUTIONS, LLC last updated from Form ADV on January 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 293 | $363.7M |
| Non-Discretionary | 69 | $2.8M |
| Total | 362 | $366.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 114 | $13.5M |
| HNW Individuals | 10 | $8.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 208 | $344.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-107788 |
|---|---|
| SEC ERA File Number | 801-107788 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167622 |
| Legal Entity Identifier | None |
Principal Office
1020 E DUPONT ROADFORT WAYNE
IN
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 260-918-4500, Fax: None
Chief Compliance Officer
GREGORY MOERCHEN
MANAGING MEMBER
1020 E DUPONT ROAD
FORT WAYNE
IN
United States
Tel:
260-918-4500
G****@*********M
(Full email address available in API data)
Industry Affiliates
| BOJRAB, KAUFMAN & COMPANY | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KAUFMAN, MARK, CHRISTIAN | Individual | – | MEMBER | 04/2013 | 50-75% |
| MOERCHEN, GREGORY, ALLEN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/2013 | 50-75% |