RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
KAUFMAN, MARK, CHRISTIANIMEMBERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
MOERCHEN, GREGORY, ALLENIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Jan 3, 2025 REGISTERED

Notice Filings (22)

AZ CA CO FL GA IL IN MA MN NC ND NH NM NV NY OH OR TN TX UT VI WA

Address

1020 E DUPONT ROAD
FORT WAYNE, IN 46825
United States
Phone: 260-328-1889