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Building 2QBOX FIDUCIARY SOLUTIONS, LLC

Map pinFORT WAYNE, IN
Phone260-328-1889
NotebookSEC #801-107788
Total AUM
$429.2M
Employees
2
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 E DUPONT ROAD
FORT WAYNE
IN 46825
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
260-328-1889

ReceiptFinancials

Total AUM
$429.2M
Accounts
346
Discretionary
$425.5M
Accounts
279
Non-Discretionary
$3.6M
Accounts
67

ContactClients

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Individual Clients
106
AUM
$14.7M
HNW Individual Clients
21
AUM
$14.9M
Pension/Profit Sharing Plan Clients
187
AUM
$399.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
CAFLGAILINMANCNMNVNYOHTXUT

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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