TOTAL INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 108818
- Registered since
- December 5, 2008
- Website
- www.timgt.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, GREAT-WEST LIFE AND ANNUITY INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI64.75%
- Individuals35.21%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Total Investment Management, Inc. is a corporation that provides advisory services to both individual/family and institutional clients. The firm has been SEC-registered since 2008 and is owned by an individual owner. It operates as a capital allocator and offers a combination of fee models, including a percentage-of-AUM fee, subscription fees and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents14%
- Exchange Traded Equities3%
Owners & executives
2 of 2TODD FOSTER
Chief Investment OfficerCRD 3024634
BRETT POHL
Chief Compliance OfficerCRD 5896497
Contacts
3 of 8JAMES HUGHES
Financial PlannerCRD 2054096
Michael Blake
Investment AdvisorCRD 7823216
PHILIP LOWE
Investment AdvisorCRD 3041412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$971M in ETFs
90%
$870M
10%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON ULTRA SHORT INCOME ETF (BKUI) | BNY Mellon | Active | Ultrashort Bond | $93.4M | 1,876,106 | 9.62% |
Location
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 9383 E Bahia Dr
- Time zone
- MT (UTC-7)
- Office locations
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