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Total Investment Management, Inc.

● SEC registered since 2008CRD 108818SEC# 801-69759Scottsdale, AZ
Export (members)
Reg. AUM
$1.28B
Employees
10
Accounts
2,228
Location
Scottsdale, AZ

Total Investment Management, Inc. assets under management

Total Investment Management, Inc. operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2008. It reports $1.3 billion in regulatory assets under management and employs 10 people.

Total Investment Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brett William PohlChief Compliance OfficerUnder 5%2024
John Edward Foster ControlChairman50-75%1998
Todd Michael Foster ControlChief Executive Officer50-75%1998

Frequently asked questions

How much does Total Investment Management, Inc. manage?

Total Investment Management, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Total Investment Management, Inc. have?

Total Investment Management, Inc. reports 10 employees.

Where is Total Investment Management, Inc. located?

Total Investment Management, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2008.

Does Total Investment Management, Inc. disclose fund performance?

Total Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260
Phone480-998-5735
Fax480-443-1588
Office hoursM-Th 8:00a.m.-4:30p.m., F 8:00a.m.-Market Close
SEC regionLos Angeles Regional Office (LARO)
CIK10688
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$105.1M
Total (RAUM)$1.28B