KMG FIDUCIARY PARTNERS, LLC

KMG FIDUCIARY PARTNERS, LLC of TOLEDO, OH is an SEC-registered investment adviser (CRD 298331). Regulatory assets under management: $1.7B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (7)

NameRoleLocation
David Richard KaserMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Richard Joseph KaserMANAGING MEMBER AND CHIEF INVESTMENT OFFICER
Aaron Edward MechlingMANAGING MEMBER AND CHIEF OPERATING OFFICER
BERNSTEIN DANIEL ADAMCHIEF COMPLIANCE OFFICER
KASER DAVID RICHARDMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
KASER RICHARD JOSEPHMANAGING MEMBER AND CHIEF INVESTMENT OFFICER
MECHLING AARON EDWARDMANAGING MEMBER AND CHIEF OPERATING OFFICER

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