Kmg Fiduciary Partners, LLC
Kmg Fiduciary Partners, LLC (CRD# 298331) is a financial advisory firm headquartered in Toledo, OH. They manage $1,257,998,286 in 3,526 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,258MILLION
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Total Number of Accounts3,526ACCOUNTS
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Average Account Value$356,778
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, IN, MI, MN, NC, OH, OR, PA, SC, TN, TX, VA
Steven Berner (CRD# 2400702) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Birmingham, MI and has over 30 years of experience in the finance industry.
David Kaser (CRD# 1172233) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 40 years of experience in the finance industry.
Richard Kaser (CRD# 2083645) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 33 years of experience in the finance industry.
Benjamin Kusner (CRD# 4031062) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Birmingham, MI and has over 24 years of experience in the finance industry.
Aaron Mechling (CRD# 2955036) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 26 years of experience in the finance industry.
Shane Meyer (CRD# 4314134) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 23 years of experience in the finance industry.
Cameron Kaser (CRD# 6813313) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 4 years of experience in the finance industry.
Robert Thompson (CRD# 7186323) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 4 years of experience in the finance industry.