Total Assets Management, Inc.

Total Assets Management, Inc. (CRD# 129050) is a financial advisory firm headquartered in Portland, OR. They manage $850,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15171 Bangy Road, Suite 440, Portland, OR 97035
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $85,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Total Assets Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bruce Keller, financial advisor Portland OR
Bruce C. Keller
CRD#: 1454782
15171 Bangy Road, Suite 440, Portland, OR 97035

Bruce Keller (CRD# 1454782) is an Investment Advisor Representative working at Total Assets Management, Inc. in Portland, OR and has over 30 years of experience in the finance industry.

2
Harpel Keller, financial advisor Portland OR
Harpel W. Keller
CRD#: 2047489
15171 Bangy Road, Suite 440, Portland, OR 97035

Harpel Keller (CRD# 2047489) is an Investment Advisor Representative working at Total Assets Management, Inc. in Portland, OR and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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