Total Financial Management, LLC

Total Financial Management, LLC (CRD# 287489) is a financial advisory firm headquartered in Poland, OH. They manage $59,015,230 in 211 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $279,693
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA, TX

Financial Advisors at Total Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph J. Depascale
CRD#: 6768428
207 South Main Street, Poland, OH 44514

Joseph Depascale (CRD# 6768428) is an Investment Advisor Representative working at Total Financial Management, LLC in Poland, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.