Total Portfolio Management, LLC

Total Portfolio Management, LLC (CRD# 127596) is a financial advisory firm headquartered in Wilmette, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Total Portfolio Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Mark F. Toledo
CRD#: 1153789
Wilmette, IL

Mark Toledo (CRD# 1153789) is an Investment Advisor Representative working at Total Portfolio Management, LLC in Wilmette, IL and has over 34 years of experience in the finance industry.

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