| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Edward Mechling Control | Managing Member And Chief Operating Officer | 25-50% | 2018 |
| David Richard Kaser Control | Managing Member And Chief Compliance Officer | 25-50% | 2018 |
| Richard Joseph Kaser Control | Managing Member And Chief Investment Officer | 25-50% | 2018 |
Kmg Fiduciary Partners, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Kmg Fiduciary Partners, LLC reports 17 employees.
Kmg Fiduciary Partners, LLC is based in Toledo, OH and has been SEC-registered since 2018.
Kmg Fiduciary Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7530 Kings Pointe Road, Toledo, OH 43617 |
| Phone | (419) 517-8040 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.59B |
| Non-discretionary | $6.9M |
| Total (RAUM) | $1.6B |