Total Financial Advisors, LLC
Total Financial Advisors, LLC (CRD# 143998) is a financial advisory firm headquartered in Bethpage, NY. They manage $203,479,740 in 781 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Total Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management203MILLION
-
Total Number of Accounts781ACCOUNTS
-
Average Account Value$260,537
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CT, FL, MA, MD, NC, NE, NJ, NY, TX, VA
Financial Advisors at Total Financial Advisors, LLC
No Advisor Found.
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