KMG FIDUCIARY PARTNERS, LLC
Total AUM
$1.7B
Employees
16Clients
1,312Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7530 KINGS POINTE ROAD
TOLEDO
OH 43617
United States
TOLEDO
OH 43617
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
(419) 517-8040
Other Offices
5
Financials
Total AUM
$1.7B
Accounts
3,934Discretionary
$1.7B
Accounts
3,934Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
898AUM
$296.7M
HNW Individual Clients
403AUM
$1.4B
Pension/Profit Sharing Plan Clients
9AUM
$14M
Charitable Organization Clients
1AUM
$1.6M
Corporation or Business Clients
1AUM
$421.5K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.