Be advised. This firm is no longer registered.

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
24 Union Avenue, Bethpage, NY 11714
http://www.totalfinancial.us
By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • 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
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.

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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