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TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818 · SEC 801-69759
9383 EAST BAHIA DRIVE, SUITE 120, SCOTTSDALE, AZ, 85260, United States
Phone
480-998-5735
Fax
480-443-1588
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.35B
Discretionary AUM
$1.26B
Team
12 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 778 | $476.1M |
| High net worth individuals | 406 | $875.6M |
| Corporations/business entities | 2 | $527K |
States served
AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, KS, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.linkedin.com/in/john-foster-95004837/
- https://www.linkedin.com/in/johnwilliamgreer/
- https://www.linkedin.com/in/bryan-lee-cmt-107a6746/
- https://www.linkedin.com/in/patrick-brock-7b3490166/
- HTTPS://WWW.FACEBOOK.COM/TIMGTCREW/
- https://www.instagram.com/timgtcrew/
- https://www.linkedin.com/in/todd-m-foster-99a51a46/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TOTAL-INVESTMENT-MANAGEMENT
- HTTPS://TWITTER.COM/TIMGTCREW
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCLIJGHSF3BPY4TH-3HBY5WQ
- HTTP://WWW.TIMGT.COM
Official SEC filing: View on IAPD