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TOTAL INVESTMENT MANAGEMENT, INC.

Business and Investment Profile

The TOTAL INVESTMENT MANAGEMENT, INC. is a privately held investment adviser that advises $1.35Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TOTAL INVESTMENT MANAGEMENT, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 10.27% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 17.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9383 EAST BAHIA DRIVE SUITE 120, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 12 employees comprised of 8 investment and 4 non-investment staff. The total number of Employees increased by 20% over the last 5-years.

Asset Profile

Their $1.35Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $875.55mn or 64.75% of Total Assets and Individuals own $476.06mn or 35.21% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

TOTAL INVESTMENT MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TOTAL INVESTMENT MANAGEMENT, INC.

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Keywords: Total Investment Management, Total
Generated 2026-09-12T06:49:13.2146125.  © 2026 Convergence.