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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| QBOX Fiduciary Solutions LLC
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|---|---|
| CRD # | 167622 |
| SEC # | 801-107788 |
| CIK # | |
| AUM | $434.0 M (2025-01-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 260-328-1889 |
| Address | 1020 E Dupont Road Fort Wayne, IN 46825 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 13.5 |
| (b) Individuals (high net worth individuals) | 11 | 11.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 219 | 408.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 378 | 434.0 |
| By Discretionary | ||
| Discretionary | 307 | 431.1 |
| Non-Discretionary | 71 | 3.0 |
| Total | 378 | 434.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.0 | |
| Total | 378 | 434.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alaethes Wealth LLC
✚
|
0.4 | |
|
TrueWealth Advisors LLC
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AL | 0.4 |
|
Park Edge Advisors LLC
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OH | 0.4 |
|
Prentiss Smith & Company Inc
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VT | 0.4 |
|
DLK Investment Management
✚
|
CA | 0.4 |
|
Penobscot Wealth Management
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|
ME | 0.4 |
|
Elevated Capital Advisors LLC
✚
|
UT | 0.4 |
|
Lighthouse Financial Services Inc
✚
|
CA | 0.4 |
|
Hobart Private Capital LLC
✚
|
NC | 0.4 |
|
Consultiva Wealth Management Corp
✚
|
PR | 0.4 |