Overview
Assets Under Management: $1.6 billion
Headquarters: TOLEDO, OH
High-Net-Worth Clients: 10
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.58
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 3,849
Discretionary Accounts: 3,841
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 298331
Filing ID: 1936957
Last Filing Date: 2025-03-04 13:51:00
Website: https://kmgfp.com