TOTAL INVESTMENT MANAGEMENT, INC.
Adviser information for TOTAL INVESTMENT MANAGEMENT, INC. last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,999 | $1.0B |
| Non-Discretionary | 171 | $179.5M |
| Total | 2,170 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 929 | $752.2M |
| HNW Individuals | 412 | $441.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSubscription feesFixed fees |
Principal Office
9383 EAST BAHIA DRIVESUITE 120
SCOTTSDALE
AZ
United States
Monday - Friday, M-TH 8:00AM-4:30PM, F 8:00AM-MARKET CLOSE
Tel: 480-998-5735, Fax: 480-443-1588
Websites
www.linkedin.com/in/bryan-lee-cmt-107a6746/
www.linkedin.com/in/patrick-brock-7b3490166/
www.facebook.com/timgtcrew/
www.instagram.com/timgtcrew/
www.linkedin.com/in/todd-m-foster-99a51a46/
www.linkedin.com/company/total-investment-management
twitter.com/timgtcrew
www.youtube.com/channel/uclijghsf3bpy4th-3hby5wq
www.timgt.com
www.linkedin.com/in/john-foster-95004837/
www.linkedin.com/in/johnwilliamgreer/
Chief Compliance Officer
CHRISTOPHER PAYNE
36 W PIKE STREET
COVINGTON
KY
United States
Tel:
513-399-8091
Fax:
513-399-8091
C*****@**********************M
(Full email address available in API data)
Regulatory Contact
TODD FOSTER
CEO
9383 EAST BAHIA DRIVE
SUITE 120
SCOTTSDALE
AZ
United States
Tel:
800.962.1180 EXT 115
T**********@********M
(Full email address available in API data)
Industry Affiliates
| ANJUNA PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RESQ INVESTMENT PARTNERS, LLC | Other investment adviser, including financial planners |
| VISION 4 FUND DISTRIBUTORS | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FOSTER, JOHN, EDWARD | Individual | – | CHAIRMAN | 05/1998 | 50-75% |
| FOSTER, TODD, MICHAEL | Individual | – | CHIEF EXECUTIVE OFFICER | 05/1998 | 50-75% |
| PAYNE, CHRISTOPHER, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2019 | < 5% |