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Home > Retirement Planners > arizona > scottsdale > TOTAL INVESTMENT MANAGEMENT, INC.
TOTAL INVESTMENT MANAGEMENT, INC.
9383 East Bahia Drive
Suite 120
Scottsdale, Arizona 85260
Tel: 480-998-5735
About TOTAL INVESTMENT MANAGEMENT, INC.
TOTAL INVESTMENT MANAGEMENT, INC, formally registered with the SEC as TOTAL INVESTMENT MANAGEMENT, INC. The firm was established in 12/05/2008. They have over 3 offices throughout the country.
TOTAL INVESTMENT MANAGEMENT, INC. is a Scottsdale, Arizona based Financial Planning firm with nearly $1,196,259,533 assets under management, offering retirement planning & investment advisory services to 2170 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108818 |
| SEC# | 801-69759 |
| Assets Managed by Firm | $1,196,259,533 |
| No. of Clients | 2170 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2170 | $1,196,259,533 |
| Individuals (other than high net worth individuals) | 929 | $752,222,370 |
| High net worth individuals | 412 | $441,354,186 |
| Corporations or other businesses | 2 | $2,682,977 |
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