KMG Fiduciary Partners is an investment advisor in Toledo with $924.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831985347
SEC advisor number
801-113981
FINRA CRD number
298331
AUM ?
$1.26 bn
(as of 18 Mar 24)
Accounts
3,526
(as of 18 Mar 24)
Employees
15
(9 investment advisory or research)
Address
KMG Fiduciary Partners
7530 KINGS POINTE ROAD
TOLEDO
OH 43617
7530 KINGS POINTE ROAD
TOLEDO
OH 43617
Phone
4195178040
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22