Overview
Assets Under Management: $218 million
Headquarters: BETHPAGE, NY
High-Net-Worth Clients: 73
Average Client Assets: $1.9 million
Frequently Asked Questions
TOTAL FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143998), TOTAL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
TOTAL FINANCIAL ADVISORS, LLC is headquartered in BETHPAGE, NY.
TOTAL FINANCIAL ADVISORS, LLC serves 73 high-net-worth clients according to their SEC filing dated February 05, 2018. View client details ↓
According to their SEC Form ADV, TOTAL FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TOTAL FINANCIAL ADVISORS, LLC manages $218 million in client assets according to their SEC filing dated February 05, 2018.
According to their SEC Form ADV, TOTAL FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.71%
Average Client Assets: $1.9 million
Total Client Accounts: 767
Discretionary Accounts: 767
Regulatory Filings
CRD Number: 143998
Filing ID: 1165368
Last Filing Date: 2018-02-05 11:42:00