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Total Management Group, Inc.

● SEC registered since 2003CRD 124261SEC# 801-61749Melville, NY
Export (members)
Reg. AUM
$445.9M
Employees
5
Accounts
742
Location
Melville, NY

Total Management Group, Inc. assets under management

Total Management Group, Inc. is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2003. It reports $445.9 million in regulatory assets under management and employs 5 people.

Total Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gregory Thomas MossPrincipal10-25%2021
Lawrence Eliot Heller ControlPresident, Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Total Management Group, Inc. manage?

Total Management Group, Inc. reports $445.9 million in regulatory assets under management on its Form ADV.

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

Total Management Group, Inc. reports 5 employees.

Where is Total Management Group, Inc. located?

Total Management Group, Inc. is based in Melville, NY and has been SEC-registered since 2003.

Does Total Management Group, Inc. disclose fund performance?

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

Contact & registration

Address225 Broadhollow Road, Suite 215, Melville, NY 11747
Phone631-248-3600
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$445.9M
Non-discretionary$0
Total (RAUM)$445.9M