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HELLER WEALTH MANAGEMENT
TOTAL MANAGEMENT GROUP, INC.
CRD 124261 · SEC 801-61749
225 BROADHOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, United States
Phone
631-248-3600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$553.9M
Discretionary AUM
$553.9M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $3.7M |
| High net worth individuals | 177 | $470.9M |
| Pension/profit sharing plans | 45 | $77.3M |
| Corporations/business entities | 7 | $1.9M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD