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 privately owned corporate RIA that serves both individuals/families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and publishes periodic investment commentary. Its fee arrangements include percentage of assets under management, subscription fees, and fixed fees. The firm also operates as a capital allocator and lists broker‑dealer activity, other investment adviser relationships, and sponsor/GP/manager roles for pooled investment vehicles among its affiliations. The firm does not position itself 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 2
Todd Foster
Chief Investment OfficerCRD 3024634
Brett Pohl
Chief Compliance OfficerCRD 5896497
Contacts
3 of 8
James 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 56Active vs passive
$1.1B in ETFs
82%
$873M
8%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $99.2M | 132,736 | 9.31% |
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
Similar firms
Galvin, Gaustad & Stein, LLC
RIAScottsdale, AZ
MSH Capital Advisors LLC
RIAScottsdale, AZ
Global Strategic Nextgen Ocio
RIAScottsdale, AZ
ARQ Wealth Advisors, LLC
RIAScottsdale, AZ
Indigo Partners LLC
RIAScottsdale, AZ
Balboa Wealth Partners, Inc.
RIAScottsdale, AZ