TOTAL PORTFOLIO MANAGEMENT, LLC
CRD #127596 SEC #801-63802 EVANSTON, IL 847-866-9775
SEC Registered
Total AUM
$120.6M
Discretionary
$110.7M
Employees
3
Clients
26
Accounts
161
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TOLEDO, DANIEL, JOSEPH | I | FINANCIAL ANALYST | NA | |
| TOLEDO, DANIEL, JOSEPH | I | FINANCIAL ANALYST | NA | |
| TOLEDO, DANIEL, JOSEPH | I | FINANCIAL ANALYST | NA | |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | PRESIDENT, CCO | E | Control |
| TOLEDO, MARK, FRANK | I | PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | PRESIDENT, CCO | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLEDO, MARK, FRANK | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 12, 2013 REGISTERED
Notice Filings (2)
IL NM
Address
1421 SHERMAN AVE., SUITE 101EVANSTON, IL 60201-4814
United States
Phone: 847-866-9775