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Building 2TOTAL INVESTMENT MANAGEMENT, INC.

Map pinSCOTTSDALE, AZ
Phone480-998-5735
NotebookSEC #801-69759
Total AUM
$1.4B
Employees
12
Clients
1,186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9383 EAST BAHIA DRIVE
SUITE 120
SCOTTSDALE
AZ 85260
United States
Operating Hours
M-TH 8:00AM-4:30PM, F 8:00AM-MARKET CLOSE
Monday - Friday
Phone
480-998-5735
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,079
Discretionary
$1.3B
Accounts
1,935
Non-Discretionary
$97M
Accounts
144

ContactClients

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Individual Clients
778
AUM
$476.1M
HNW Individual Clients
406
AUM
$875.6M
Corporation or Business Clients
2
AUM
$526.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTFLGAHIIDILINKSLAMAMDMIMNMOMSNCNENHNJNMNVOHOKORPARISCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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