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Building 2KMG FIDUCIARY PARTNERS, LLC

Map pinTOLEDO, OH
Phone(419) 517-8040
NotebookSEC #801-113981
Total AUM
$1.7B
Employees
16
Clients
1,312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7530 KINGS POINTE ROAD
TOLEDO
OH 43617
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(419) 517-8040
Other Offices
5

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,934
Discretionary
$1.7B
Accounts
3,934
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
898
AUM
$296.7M
HNW Individual Clients
403
AUM
$1.4B
Pension/Profit Sharing Plan Clients
9
AUM
$14M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$421.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMAMIMNNCOHORPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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