KMG FIDUCIARY PARTNERS, LLC
Toledo, OH
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(419) 517-8040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH, TOLEDO
5 advisers found
CROAK CAPITAL
Toledo, OH
AUM
$363.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
419-464-7000
STRUCTURED WEALTH MANAGEMENT, INC.
Toledo, OH
AUM
$226.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; PLAN FEE
419-517-1227
ALAN B. LANCZ & ASSOCIATES, INC.
Toledo, OH
AUM
$175.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
419-536-5200
INTEGRATED FINANCIAL RESOURCES, INC.
Toledo, OH
AUM
$11.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
419-842-1505
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