Best Investors
Account
Sign in
Best Investors
Account
Sign in
Kmg Fiduciary Partners, LLC CRD 298331
$1.67B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7530 Kings Pointe Road, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity | Toledo | OH | 01/2014 | 12/2016 |
| Sigma Financial Corporation | Toledo | OH | 01/2017 | 07/2024 |
| Kmg Fiduciary Partners, Llc | Toledo | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-15 |
Reach out to this advisor