Wealth Manager
    SEC Registered
    Manages Private Funds

    Total Investment Management, Inc.

    Registered investment advisor · Scottsdale, Arizona · CRD #108818

    Assets Under Management
    $1.4B
    Client Accounts
    2,079
    Employees
    12
    CRD Number
    108818
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc, Great-West Life And Annuity Insurance Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Total Investment Management, Inc.

    Total Investment Management, Inc. is a financial services firm founded in 1991, specializing in investment and retirement planning for aviation professionals. It has 11-50 employees and no recent funding rounds. The firm is based in Scottsdale, AZ.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Total Investment Management, Inc.

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    Frequently Asked Questions

    What is Total Investment Management, Inc.'s AUM?

    Total Investment Management, Inc. reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Total Investment Management, Inc. headquartered?

    Total Investment Management, Inc. is headquartered in Scottsdale, Arizona.

    What is Total Investment Management, Inc.'s CRD number?

    Total Investment Management, Inc.'s CRD number is 108818. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Total Investment Management, Inc. manage?

    Total Investment Management, Inc. manages approximately 2,079 client accounts according to its latest SEC filing.

    Is Total Investment Management, Inc. SEC registered?

    Yes, Total Investment Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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