AdvisorOS Directory
Claim Profile
MK

Mark Christian Kaufman

QBOX FIDUCIARY SOLUTIONS, LLC·FORT WAYNE, Indiana
Unclaimed Profile
1020 E DUPONT ROAD, FORT WAYNE, IN 46825CRD# 4218764Firm CRD# 167622
01

About

Mark Christian Kaufman is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with QBOX FIDUCIARY SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
QBOX FIDUCIARY SOLUTIONS, LLC
QBOX FIDUCIARY SOLUTIONS, LLC
AUM
$367M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at QBOX FIDUCIARY SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4218764
Firm CRD# 167622
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT WAYNE?

Browse all registered financial advisors in FORT WAYNE, Indiana or claim this profile if it's yours.

Browse FORT WAYNE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Christian Kaufman offer?
Mark Christian Kaufman specializes in Investment Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Mark Christian Kaufman's credentials?
Mark Christian Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Christian Kaufman located?
Mark Christian Kaufman is based in FORT WAYNE, Indiana, working with QBOX FIDUCIARY SOLUTIONS, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Mark Christian Kaufman charge for services?
Mark Christian Kaufman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QBOX FIDUCIARY SOLUTIONS, LLC?
QBOX FIDUCIARY SOLUTIONS, LLC has approximately 2 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT WAYNE
Bruce Allen Patterson — COMPASS FINANCIAL ADVISORS LLCJames Arthur Riggs — COMPASS FINANCIAL ADVISORS LLCDavid Eugene Fought — COMPASS FINANCIAL ADVISORS LLCDavid Robert Breuer — COMPASS FINANCIAL ADVISORS LLCLouis Jay Rogers — COMPASS FINANCIAL ADVISORS LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile