Total Investment Management, Inc.

Total Investment Management, Inc. (CRD# 108818) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,196,259,533 in 2,170 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,196
    MILLION
  • Total Number of Accounts
    2,170
    ACCOUNTS
  • Average Account Value
    $551,272
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Total Investment Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Patrick S. Brock
CRD#: 6462701
9383 E Bahia Drive, Suite 120, Scottsdale, AZ 85260

Patrick Brock (CRD# 6462701) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry.

2
Todd M. Foster
CRD#: 3024634
9383 E. Bahia Dr., #120, Scottsdale, AZ 85260

Todd Foster (CRD# 3024634) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.

3
John W. Greer
CRD#: 6148298
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260

John Greer (CRD# 6148298) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry.

4
James Hughes
CRD#: 2054096
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260

James Hughes (CRD# 2054096) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 33 years of experience in the finance industry.

5
Bryan M. Lee
CRD#: 4779819
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260

Bryan Lee (CRD# 4779819) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.

6
Philip E. Lowe
CRD#: 3041412
9383 E. Bahia Dr., Ste. 120, Scottsdale, AZ 85260

Philip Lowe (CRD# 3041412) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry.

7
Nicholas A. Parisi
CRD#: 5968812
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260

Nicholas Parisi (CRD# 5968812) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.

8
Michael A. Blake
CRD#: 7823216
Henderson, NV

Michael Blake (CRD# 7823216) is an Investment Advisor Representative working at Total Investment Management, Inc. in Henderson, NV and has 1 year of experience in the finance industry.

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