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TOTAL ASSETS MANAGEMENT, INC.

CRD 129050

15171 BANGY ROAD, SUITE 440, PORTLAND, OR, 97035, United States

Phone

503-260-2149

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.3M

Discretionary AUM

$1.3M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-21

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals12$1.3M

Official SEC filing: View on IAPD