9383 East Bahia Drive
Suite 120
Scottsdale, Arizona 85260
Tel: 480-998-5735
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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