KMG Fiduciary Partners is based out of Toledo. KMG Fiduciary Partners is a large advisory firm with 380 clients and discretionary assets under management (AUM) of $366,971,697 (Form ADV from 2019-02-06). Their last reported 13F filing for Q1 2019 included $263,371,000 in managed 13F securities and a top 10 holdings concentration of 39.99%. KMG Fiduciary Partners's largest holding is iShares Core S&P 500 ETF with shares held of 96,719. Whalewisdom has at least 2 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
|Performance for Q1 2019:||4.68%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||7|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management|
|Amount of client funds and securities:|
|Total Number of Clients:||380|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|