Investment adviser firms in TOLEDO, Ohio
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- ALAN B. LANCZ & ASSOCIATES, INC.CRD 105363 · TOLEDO, OH$175,381,499.00Regulatory AUM · August 2026
- CROAK ASSET MANAGEMENT, LLCCRD 297666 · TOLEDO, OH$363,925,759.00Regulatory AUM · August 2026
- KMG FIDUCIARY PARTNERS, LLCCRD 298331 · TOLEDO, OH$1,672,631,724.00Regulatory AUM · August 2026
- SENIORS HOUSING FUND MANAGER LLCCRD 334006 · TOLEDO, OH$3,787,103,316.00Regulatory AUM · August 2026
- STRUCTURED WEALTH MANAGEMENT, INC.CRD 146611 · TOLEDO, OH$226,890,000.00Regulatory AUM · August 2026