|
⚲
|
| QBOX Fiduciary Solutions LLC
✚
|
|
|---|---|
| CRD # | 167622 |
| SEC # | 801-107788 |
| CIK # | |
| AUM | $335.6 MM (2023-03-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 260-918-4500 |
| Address | 1020 E Dupont Road Fort Wayne, IN 46825 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 7.2 |
| (b) Individuals (high net worth individuals) | 11 | 7.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 203 | 320.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 444 | 335.6 |
| By Discretionary | ||
| Discretionary | 374 | 332.9 |
| Non-Discretionary | 70 | 2.7 |
| Total | 444 | 335.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.6 | |
| Total | 444 | 335.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FWG Investments LLC
✚
|
KY | 0.3 |
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.3 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.3 |
|
Center Street Advisors Inc
✚
|
TN | 0.3 |
|
The Capital Advisory Group Advisory Services LLC
✚
|
MN | 0.3 |
|
Valley Financial Management Inc
✚
|
NY | 0.3 |
|
Lee Financial Group Hawaii Inc
✚
|
HI | 0.3 |
|
Winch Advisory Services LLC
✚
|
WI | 0.3 |
|
Highland Financial Advisors LLC
✚
|
NJ | 0.3 |
|
Global Wealth Management Investment Advisory Inc
✚
|
FL | 0.3 |