This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-11-2017
- Office Locations
- 1
Office Locations
About Total Financial Management, LLC
Total Financial Management, LLC is an Ohio-based advisory firm providing investment management alongside planning for retirement, estate, education, and business needs, plus income tax services. The practice emphasizes portfolio construction and risk management and appears ETF-centric with meaningful fixed income exposure. Custody is supported through Charles Schwab, making the firm a practical ETF and fixed-income distribution target.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joseph James DePascale
Chief Compliance Officer, Managing Member, President, PRINCIPAL
- CRD
- #6768428
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jackie Dierickx
--
- CRD
- #8200617
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,095,346 | -- |
| Non-Discretionary | $1,860,217 | -- |
| Total | $89,955,563 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing