KMG FIDUCIARY PARTNERS, LLC of TOLEDO, OH is an SEC-registered investment adviser (CRD 298331). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| David Richard Kaser | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Richard Joseph Kaser | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | — |
| Aaron Edward Mechling | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| KASER DAVID RICHARD | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KASER RICHARD JOSEPH | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | — |
| MECHLING AARON EDWARD | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 419.517.8040 |
| — | — | 1 | 419-517-8045 |
| — | — | 1 | 419-517-8040 |
| — | — | 1 | 419-517-8040 |
| — | — | 1 | 419-517-8040 |