$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
2 Employees
12 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2010
- Office Locations
- 1
Office Locations
15171 Bangy Road Suite 440 Portland OR
About Total Assets Management, Inc.
Total Assets Management, Inc. is a Portland-based RIA. The firm has been operating for 15 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with SSG.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$110.7K AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRUCE CRAIG KELLER
President
- CRD
- #1454782
- Ownership
- Less than 5%
Available
Available
Available
ROBERT SCOTT KELLER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,328,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,328,736 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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