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| QBOX Fiduciary Solutions LLC
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| |
|---|---|
| CRD # | 167622 |
| SEC # | 801-107788 |
| CIK # | |
| AUM | $366.6 MM (2024-01-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 260-918-4500 |
| Address | 1020 E Dupont Road Fort Wayne, IN 46825 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 13.5 |
| (b) Individuals (high net worth individuals) | 10 | 8.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 208 | 344.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 366.6 |
| By Discretionary | ||
| Discretionary | 293 | 363.7 |
| Non-Discretionary | 69 | 2.8 |
| Total | 362 | 366.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.6 | |
| Total | 362 | 366.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.4 |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 0.4 |
|
Atticus Wealth Management LLC
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|
FL | 0.4 |
|
Alliance Wealth Advisors LLC
✚
|
UT | 0.4 |
|
Retirement Consulting Group Inc
✚
|
OR | 0.4 |
|
Talis Advisory Services LLC
✚
|
TX | 0.4 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.4 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.4 |
|
Financial Innovations LLC
✚
|
GA | 0.4 |
|
Rosecap Investment Advisors LLC
✚
|
CO | 0.4 |