KMG FIDUCIARY PARTNERS, LLC

TOLEDO, Ohio·3 registered advisors·CRD# 298331
SEC# 801-1139814(419) 517-8040
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KMG FIDUCIARY PARTNERS, LLC

3 registered advisors
Aaron Edward Mechling
TOLEDO, Ohio
David Richard Kaser
TOLEDO, Ohio
Richard Joseph Kaser
TOLEDO, Ohio
05

Office Locations

TOLEDO, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. KMG FIDUCIARY PARTNERS, LLC (CRD# 298331) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.