Total Assets Management, Inc.

Overview

Total Assets Management, Inc. operates as a small corporate Registered Investment Adviser serving individual and family clients, with an emphasis on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and manages client relationships on a discretionary basis. It is not positioned as an institutional capital allocator, does not market itself as an ESG investor, and is not organized as a multi-state or newly formed adviser. Business classification in available records is listed as unclassified. Ownership is indicated as a mix of a domestic entity and an individual. Advisory activity is narrowly focused on direct portfolio management rather than pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives