Total Investment Management, Inc.

Total Investment Management, Inc. (CRD# 108818) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $870,398,591 in 2,388 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    870
    MILLION
  • Total Number of Accounts
    2,388
    ACCOUNTS
  • Average Account Value
    $364,489
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Total Investment Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John W. Greer
CRD#: 6148298
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260
96
Wealthminder
score

John Greer (CRD# 6148298) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.

2
Philip E. Lowe
CRD#: 3041412
9383 E. Bahia Dr., Ste. 120, Scottsdale, AZ 85260
96
Wealthminder
score

Philip Lowe (CRD# 3041412) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 19 years of experience in the finance industry. Philip Lowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bryan M. Lee
CRD#: 4779819
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260
93
Wealthminder
score

Bryan Lee (CRD# 4779819) 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.

4
Patrick S. Brock
CRD#: 6462701
9383 E Bahia Drive, Suite 120, Scottsdale, AZ 85260
88
Wealthminder
score

Patrick Brock (CRD# 6462701) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.

5
James Hughes
CRD#: 2054096
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260
86
Wealthminder
score

James Hughes (CRD# 2054096) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 27 years of experience in the finance industry. James Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John E. Foster
CRD#: 1889908
9283 E. Bahia Dr., Ste. 120, Scottsdale, AZ 85260
83
Wealthminder
score

John Foster (CRD# 1889908) is an Investment Advisor Representative working at Total Investment Management, Inc. in Scottsdale, AZ and has over 29 years of experience in the finance industry.

7
Todd M. Foster
CRD#: 3024634
9383 E. Bahia Dr., #120, Scottsdale, AZ 85260
83
Wealthminder
score

Todd Foster (CRD# 3024634) 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.

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