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KMG Fiduciary Partners

KMG Fiduciary Partners is an investment advisor in Toledo with $827.56M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831985347
SEC advisor number
801-113981
FINRA CRD number
298331
AUM ?
$827.56M (as of 8 Feb 21)
Accounts
2,332 (as of 8 Feb 21)
Employees
14 (11 investment advisory or research)
Address
KMG Fiduciary Partners
7530 KINGS POINTE ROAD
TOLEDO
OH 43617
Phone
4195178040

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 199 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$55.56M 128.96K 137.15K -6.0
$43.53M 307.6K 301.97K +1.9
$30.07M 106.67K 102.29K +4.3
$20.75M 6.32K 5.6K +12.8
$19.61M 7.33K 7.25K +1.1
$17.28M 105.54K 102.81K +2.7
$11.23M 128.31K 94.42K +35.9
$10.98M 85.14K 78.84K +8.0
SPDR S&P Midcap 400 Etf TR
$10.32M 21.47K 23.36K -8.1
$9.68M 84.31K 83.33K +1.2
$9.24M 66.12K 70.98K -6.8
$9.21M 69.24K 72.98K -5.1
$8.6M 76.74K 82.24K -6.7
$8.19M 48.89K 59.05K -17.2
$7.54M 8.99K 9.22K -2.5
$7.49M 27.34K 28.18K -3.0
$7.48M 138.44K 118.08K +17.2
$7.35M 48.84K 46.08K +6.0
$7.29M 18.65K 20.71K -9.9
$6.95M 132.5K 128.26K +3.3
$6.79M 40.15K 39.62K +1.4
$6.79M 90.33K 95.19K -5.1
$6.62M 124.3K 94.74K +31.2
$6.26M 55.3K 58.94K -6.2
$6.14M 72.35K 69.63K +3.9
$6.03M 17.76K 12.05K +47.4
$5.75M 21.19K 16.34K +29.7
$5.55M 23.01K 19.85K +15.9
$5.46M 217.57K 227.55K -4.4
$4.96M 60.15K 64.41K -6.6
$4.76M 176.25K 152.23K +15.8
$4.75M 55.31K 51.25K +7.9
$4.72M 43.78K 26.6K +64.6
$4.56M 12.07K 10.83K +11.4
$4.49M 82.5K 62.12K +32.8
$4.49M 60.42K 60.04K +0.6
First TR Exch Traded FD III
$4.37M 212.68K 234.03K -9.1
$4.17M 417.12K 439.68K -5.1
$4.05M 19.03K 16.45K +15.7
$3.94M 40.45K 16.3K +148.1
$3.91M 35.47K 54.14K -34.5
$3.77M 13.31K 14.34K -7.2
$3.75M 142.98K 169.52K -15.7
$3.58M 35.26K 32.54K +8.3
$3.54M 37.46K 34.3K +9.2
$3.22M 117.53K 130.35K -9.8
$3.2M 24.89K 16.67K +49.4
$3.17M 19.61K 19.08K +2.8
$3.09M 5.07K 4.55K +11.5
$2.99M 13.4K 13.19K +1.6
Holdings list only includes long positions. Only includes long positions.

Calendar

6 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings