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| Total Investment Management Inc
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| CRD # | 108818 |
| SEC # | 801-69759 |
| CIK # | 0000010688, 0001068804, 0001552690 |
| AUM | 1,352.1 M (2026-03-16) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-998-5735 |
| Address | 9383 East Bahia Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.5 | ||
| iShares Bitcoin Trust | 2.6 | ||
| Caterpillar Inc | 2.2 | ||
| Federal Signal Corp /DE/ | 2.0 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Nvidia Corp | 1.4 | ||
| Amazon Com Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Tesla Motors Inc | 1.1 | ||
| UAL Corp /DE/ | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 778 | 476.1 |
| (b) Individuals (high net worth individuals) | 406 | 875.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,079 | 1,352.1 |
| By Discretionary | ||
| Discretionary | 1,935 | 1,255.1 |
| Non-Discretionary | 144 | 97.0 |
| Total | 2,079 | 1,352.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 1,350.1 | |
| Total | 2,079 | 1,352.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001068804] | |
| D | [0001552690] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
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