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Managing Member and Chief Operating Officer · KMG Fiduciary Partners, LLC

Aaron E. Mechling

CRD 2955036 · Named on Form ADV at one SEC-registered adviser

At a glance

KMG Fiduciary Partners, LLC, an SEC-registered wealth manager based in Toledo, OH with $1.7 billion in regulatory assets, lists Aaron E. Mechling on its Form ADV as Managing Member and Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Aaron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David R. KaserManaging Member and Chief Compliance Officer, KMG Fiduciary Partners, LLC
  • Richard J. KaserManaging Member and Chief Investment Officer, KMG Fiduciary Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.