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KMG FIDUCIARY PARTNERS, LLC
CRD 298331 · SEC 801-113981
7530 KINGS POINTE ROAD, TOLEDO, OH, 43617, United States
Phone
(419) 517-8040
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.67B
Discretionary AUM
$1.67B
Team
16 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 898 | $296.7M |
| High net worth individuals | 403 | $1.36B |
| Pension/profit sharing plans | 9 | $14.0M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MA, MI, MN, NC, OH, OR, PA, SC, TN, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD