TOTAL INVESTMENT MANAGEMENT INC

HTTP://WWW.TIMGT.COM SCOTTSDALE, AZ Investment Advisor How do I update this listing?

Also known as:

  • TOTAL INVESTMENT MANAGEMENT INC /ADV

Total Investment Management is based out of Scottsdale. Total Investment Management is a large advisory firm with 1596 clients and discretionary assets under management (AUM) of $1,016,219,138 (Form ADV from 2019-04-03). Their last reported 13F filing for Q1 2019 included $415,836,000 in managed 13F securities and a top 10 holdings concentration of 84.65%. Total Investment Management's largest holding is JPMorgan Diversified Return US Small Cap Equity ETF with shares held of 1,641,162. Whalewisdom has at least 10 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $415.836 Million
  • Prior Market Value $315.552 Million
  • New Purchases3 stocks
  • Additional Purchases29 stocks
  • Sold out of2 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 84.65 %
  • Turnover % [1]:9.80%
  • Turnover Alt % [2]: 31.32 %
  • Time Held Top20:5.30 quarters
  • Time Held Top10:3.40 quarters
  • Time Held All:6.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.48%
Performance Last 4 Quarters: 4.99%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TOTAL INVESTMENT MANAGEMENT, INC.
9383 EAST BAHIA DRIVE SUITE 120
SCOTTSDALE AZ    85260
Country: United States

Business Phone: 480-998-5735
Fax: 480-443-1588
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AZ
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Subscription fees,Fixed fees
Amount of client funds and securities: 362,058,000
Total Number of Clients: 1596
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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TOTAL INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
FOSTER, JOHN, EDWARD CHAIRMAN 05/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHAIRMAN direct 1998-05-01
TOTAL INVESTMENT MANAGEMENT INC PRESIDENT direct 1998-05-01 2015-03-27
TOTAL INVESTMENT MANAGEMENT, INC. CHAIRMAN AND CHIEF COMPLIANCE OFFICER direct 1998-05-01 2016-05-06
FOSTER, TODD, MICHAEL CHIEF EXECUTIVE OFFICER 05/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER direct 1998-05-01
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER; CLASS A, B SHARES direct 2013-10-01
RESQ INVESTMENT PARTNERS, LLC OWNER indirect 2014-11-01
TOTAL INVESTMENT MANAGEMENT INC TREASURER direct 1998-05-01 2005-02-11
RESQ INVESTMENT PARTNERS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2013-10-01 2014-03-31
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2013-10-01 2014-12-22
TOTAL INVESTMENT MANAGEMENT, INC. TREASURER/CHIEF COMPLIANCE OFFICER direct 1998-05-01 2015-03-27
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2013-10-01 2015-04-06
HOUSER, PAMELA, DAWN CHIEF COMPLIANCE OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2016-06-01
APOLLO DESIGNS, LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01

TOTAL INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2018-11-14
Name Title Start Date Direct/Indirect % Ownership
FOSTER, JOHN, EDWARD CHAIRMAN 05/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHAIRMAN direct 1998-05-01
TOTAL INVESTMENT MANAGEMENT INC PRESIDENT direct 1998-05-01 2015-03-27
TOTAL INVESTMENT MANAGEMENT, INC. CHAIRMAN AND CHIEF COMPLIANCE OFFICER direct 1998-05-01 2016-05-06
FOSTER, TODD, MICHAEL CHIEF EXECUTIVE OFFICER 05/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER direct 1998-05-01
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER; CLASS A, B SHARES direct 2013-10-01
RESQ INVESTMENT PARTNERS, LLC OWNER indirect 2014-11-01
TOTAL INVESTMENT MANAGEMENT INC TREASURER direct 1998-05-01 2005-02-11
RESQ INVESTMENT PARTNERS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2013-10-01 2014-03-31
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2013-10-01 2014-12-22
TOTAL INVESTMENT MANAGEMENT, INC. TREASURER/CHIEF COMPLIANCE OFFICER direct 1998-05-01 2015-03-27
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2013-10-01 2015-04-06
HOUSER, PAMELA, DAWN CHIEF COMPLIANCE OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2016-06-01
APOLLO DESIGNS, LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01

TOTAL INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2017-06-16
Name Title Start Date Direct/Indirect % Ownership
FOSTER, JOHN, EDWARD CHAIRMAN 05/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHAIRMAN direct 1998-05-01
TOTAL INVESTMENT MANAGEMENT INC PRESIDENT direct 1998-05-01 2015-03-27
TOTAL INVESTMENT MANAGEMENT, INC. CHAIRMAN AND CHIEF COMPLIANCE OFFICER direct 1998-05-01 2016-05-06
FOSTER, TODD, MICHAEL CHIEF EXECUTIVE OFFICER 05/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER direct 1998-05-01
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER; CLASS A, B SHARES direct 2013-10-01
RESQ INVESTMENT PARTNERS, LLC OWNER indirect 2014-11-01
TOTAL INVESTMENT MANAGEMENT INC TREASURER direct 1998-05-01 2005-02-11
RESQ INVESTMENT PARTNERS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2013-10-01 2014-03-31
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2013-10-01 2014-12-22
TOTAL INVESTMENT MANAGEMENT, INC. TREASURER/CHIEF COMPLIANCE OFFICER direct 1998-05-01 2015-03-27
RESQ INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2013-10-01 2015-04-06
HOUSER, PAMELA, DAWN CHIEF COMPLIANCE OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2016-06-01
APOLLO DESIGNS, LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01

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