Chief Executive Officer · Total Investment Management, Inc.
Todd M. Foster
CRD 3024634 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Total Investment Management, Inc., an SEC-registered wealth manager based in Scottsdale, AZ with $1.4 billion in regulatory assets, lists Todd M. Foster on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Todd at 1 other registered adviser.
Firms and roles
- Total Investment Management, Inc.Chief Executive OfficerWealth manager · Scottsdale, AZ · $1.4B in regulatory assets
- Resq Investment Partners, LLCChief Investment Officer; Class A, B SharesAsset manager · Scottsdale, AZ · $66M in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- John E. FosterChairman, Total Investment Management, Inc.
- Brett W. PohlChief Compliance Officer, Total Investment Management, Inc.
- Paul E. KujalowiczChief Operations Officer, Class A, C Shares, Resq Investment Partners, LLC
- David W. GardClass A, C Shares, Resq Investment Partners, LLC
- Donald P QualtersClass C Shares, Resq Investment Partners, LLC
3 more people named with Todd on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.