Asset ManagerRIA · CRD 287489SEC-Registered

Updated:

Total Financial Management, LLC

TOTAL FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in POLAND, OH. The firm manages $90 million in assets, $88 million on a discretionary...

Total Financial Management, LLC

TOTAL FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in POLAND, OH. The firm manages $90 million in assets, $88 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Total Financial Management, LLC?

No named investment professionals or principals have been publicly identified for Total Financial Management, LLC. The firm's leadership structure is not disclosed in any available source.

How does Total Financial Management, LLC source proprietary deal flow?

There is no public information on how Total Financial Management, LLC sources investments. The firm's deal-sourcing methodology is not described in any accessible documentation.

Is Total Financial Management, LLC structured as a single family office or does it operate more like a venture firm?

Total Financial Management, LLC is registered as a limited liability company but its public profile does not clarify whether it functions as a family office, asset manager, or other investment vehicle. No official communication defines its structure.

Does Total Financial Management, LLC participate in fund commitments or only direct deals?

No information is available about the firm's participation in fund commitments or direct investments. The firm's investment approach is not publicly documented.

What investment stages does Total Financial Management, LLC typically target?

No target investment stages have been disclosed for Total Financial Management, LLC. The firm's stage preferences are not publicly known.

Which sectors does Total Financial Management, LLC explicitly avoid?

Total Financial Management, LLC has not published any sector restrictions or avoidance criteria. No sector exclusions are documented in public sources.

Where does the underlying wealth come from?

The source of capital for Total Financial Management, LLC is not publicly disclosed. No family or individual wealth origin has been attributed to the firm.

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