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TOTAL FINANCIAL MANAGEMENT, LLC
CRD 287489
207 SOUTH MAIN STREET, POLAND, OH, 44514, United States
Phone
(330) 707-1919
Fax
(330) 423-6820
Registration
— (—)
Source
State registered
Total AUM
$90.0M
Discretionary AUM
$88.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $27.5M |
| High net worth individuals | 22 | $62.3M |
All web addresses on file
Official SEC filing: View on IAPD