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| KMG Fiduciary Partners LLC
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| |
|---|---|
| CRD # | 298331 |
| SEC # | 801-113981 |
| CIK # | 0001773205 |
| AUM | $1.3 BB (2024-03-18) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 419-517-8040 |
| Address | 7530 Kings Pointe Road Toledo, OH 43617 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 60.2 | |
| MSFT | 1,918,222.4 | 52.3 | |
| NVDA | 399,550.0 | 48.4 | |
| GOOGL | 1,475,138.5 | 33.2 | |
| AMZN | 1,092,997.8 | 33.1 | |
| JPM | 340,169.2 | 25.0 | |
| LLY | 301,789.7 | 23.6 | |
| QCOM | 147,392.0 | 22.5 | |
| META | 434,852.0 | 22.0 | |
| ABBV | 269,466.6 | 14.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 764 | 215.5 |
| (b) Individuals (high net worth individuals) | 352 | 1,027.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.6 |
| (h) Charitable organizations | 4 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,526 | 1,258.0 |
| By Discretionary | ||
| Discretionary | 3,517 | 1,251.8 |
| Non-Discretionary | 9 | 6.2 |
| Total | 3,526 | 1,258.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 1,249.8 | |
| Total | 3,526 | 1,258.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001773205] |
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