KMG FIDUCIARY PARTNERS, LLC

7530 Kings Pointe Road
Toledo, Ohio 43617
Tel: (419) 517-8040

About KMG FIDUCIARY PARTNERS, LLC

KMG FIDUCIARY PARTNERS, LLC, formally registered with the SEC as KMG FIDUCIARY PARTNERS, LLC. The firm was established in 09/13/2018. They have over 9 offices throughout the country.

KMG FIDUCIARY PARTNERS, LLC is a Toledo, Ohio based Financial Planning firm with nearly $1,598,774,979 assets under management, offering retirement planning & investment advisory services to 3849 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298331
SEC#	801-113981
Assets Managed by Firm	$1,598,774,979
No. of Clients	3849
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3849	$1,598,774,979
Individuals (other than high net worth individuals)	957	$329,081,384
High net worth individuals	366	$1,250,132,881
Pension and profit sharing plans	9	$15,362,197
Charitable organizations	Fewer than 5 clients	$1,072,109
Corporations or other businesses	6	$3,126,408

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DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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