Total Investment Management, INC.
Scottsdale, AZ·SEC-registered · CRD #108818
Total Investment Management, INC. is an SEC-registered investment advisory firm in Scottsdale, AZ managing $1.4B across 2.2k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
2.2k
Advisory staff
8
Fee model
Fee-based
How Total Investment Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Total Investment Management, INC.
How much does Total Investment Management, INC. manage?
Per its most recent SEC Form ADV filing (03/16/2026), Total Investment Management, INC. reports $1.4B in regulatory assets under management across roughly 2.2k client accounts.
How does Total Investment Management, INC. charge?
Total Investment Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Total Investment Management, INC. a fiduciary?
Yes. Total Investment Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #108818), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Total Investment Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Total Investment Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Scottsdale, AZ
Profile compiled from Total Investment Management, INC.'s public SEC Form ADV filing (CRD #108818, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Total Investment Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Total Investment Management, INC.? Claim this profile.