QBOX FIDUCIARY SOLUTIONS, LLC
CRD #167622 SEC #801-107788 FORT WAYNE, IN 260-328-1889
SEC Registered
Total AUM
$434M
Discretionary
$431.1M
Employees
2
Clients
0
Accounts
378
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $434M | $431.1M | $3M | 2 | 0 |
| Jan 2024 | $366.6M | $363.7M | $2.8M | 2 | 0 |
| Mar 2023 | $335.6M | $332.9M | $2.7M | 3 | 0 |
| Mar 2022 | $318.8M | $315.4M | $3.4M | 3 | 0 |
| Mar 2021 | $313.8M | $311.4M | $2.4M | 3 | 0 |
| Jun 2020 | $281.7M | $260.6M | $21.1M | 3 | 0 |
| Feb 2020 | $281.7M | $260.6M | $21.1M | 3 | 0 |
| Jan 2020 | $178.2M | $176.1M | $2.1M | 3 | 0 |
| Nov 2019 | $178.2M | $176.1M | $2.1M | 3 | 0 |
| Nov 2019 | $178.2M | $176.1M | $2.1M | 3 | 0 |
| Jan 2019 | $178.2M | $176.1M | $2.1M | 3 | 0 |
| Nov 2018 | $156.3M | $150.7M | $5.5M | 3 | 0 |
| Mar 2018 | $156.3M | $150.7M | $5.5M | 3 | 0 |
| Dec 2017 | $97.4M | $89.8M | $7.6M | 3 | 0 |
| Apr 2017 | $97.4M | $89.8M | $7.6M | 3 | 300 |
| Mar 2017 | $97.4M | $89.8M | $7.6M | 3 | 300 |
| Dec 2016 | $75.7M | $74.7M | $1M | 3 | 200 |
| Jun 2016 | $75.7M | $74.7M | $1M | 3 | 200 |
| Apr 2016 | $75.7M | $74.7M | $1M | 3 | 200 |
DateJan 2025
Total AUM$434M
Discretionary$431.1M
Non-Disc.$3M
Employees2
Clients0
DateJan 2024
Total AUM$366.6M
Discretionary$363.7M
Non-Disc.$2.8M
Employees2
Clients0
DateMar 2023
Total AUM$335.6M
Discretionary$332.9M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2022
Total AUM$318.8M
Discretionary$315.4M
Non-Disc.$3.4M
Employees3
Clients0
DateMar 2021
Total AUM$313.8M
Discretionary$311.4M
Non-Disc.$2.4M
Employees3
Clients0
DateJun 2020
Total AUM$281.7M
Discretionary$260.6M
Non-Disc.$21.1M
Employees3
Clients0
DateFeb 2020
Total AUM$281.7M
Discretionary$260.6M
Non-Disc.$21.1M
Employees3
Clients0
DateJan 2020
Total AUM$178.2M
Discretionary$176.1M
Non-Disc.$2.1M
Employees3
Clients0
DateNov 2019
Total AUM$178.2M
Discretionary$176.1M
Non-Disc.$2.1M
Employees3
Clients0
DateNov 2019
Total AUM$178.2M
Discretionary$176.1M
Non-Disc.$2.1M
Employees3
Clients0
DateJan 2019
Total AUM$178.2M
Discretionary$176.1M
Non-Disc.$2.1M
Employees3
Clients0
DateNov 2018
Total AUM$156.3M
Discretionary$150.7M
Non-Disc.$5.5M
Employees3
Clients0
DateMar 2018
Total AUM$156.3M
Discretionary$150.7M
Non-Disc.$5.5M
Employees3
Clients0
DateDec 2017
Total AUM$97.4M
Discretionary$89.8M
Non-Disc.$7.6M
Employees3
Clients0
DateApr 2017
Total AUM$97.4M
Discretionary$89.8M
Non-Disc.$7.6M
Employees3
Clients300
DateMar 2017
Total AUM$97.4M
Discretionary$89.8M
Non-Disc.$7.6M
Employees3
Clients300
DateDec 2016
Total AUM$75.7M
Discretionary$74.7M
Non-Disc.$1M
Employees3
Clients200
DateJun 2016
Total AUM$75.7M
Discretionary$74.7M
Non-Disc.$1M
Employees3
Clients200
DateApr 2016
Total AUM$75.7M
Discretionary$74.7M
Non-Disc.$1M
Employees3
Clients200