TOTAL ASSETS MANAGEMENT, INC.
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 129050
- Custodians
- SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Total Assets Management, Inc. is a small corporate registered adviser serving individual and family clients with portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not present itself as an ESG-focused or multi-state adviser. Its owner structure includes domestic entity and individual ownership; the adviser is classified as unclassified in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1ROBERT KELLER
Chief Compliance OfficerCRD 6167717
Contacts
1 of 1BRUCE KELLER
PresidentCRD 1454782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 15171 Bangy Rd
- Time zone
- PT (UTC-8)
- Office locations
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