Total Investment Management is an investment advisor with $125.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
860912979
SEC advisor number
801-69759
FINRA CRD number
108818
AUM ?
$1.20 bn
(as of 15 Mar 24)
Accounts
2,170
(as of 15 Mar 24)
Employees
10
(7 investment advisory or research)
Address
Total Investment Management
9383 E BAHIA DR #120
SCOTTSDALE
AZ 85260
9383 E BAHIA DR #120
SCOTTSDALE
AZ 85260
Phone
4809985735
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22