TOTAL ASSETS MANAGEMENT, INC.

TOTAL ASSETS MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 129050). Regulatory assets under management: $1.3M.

Registration

• CRD: 129050
• Type: Registered investment adviser
• Location: 15171 BANGY ROAD, PORTLAND, OR, 97035
• Phone: 503-260-2149
• Latest filing: 2026-04-21
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 2
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 129050 on SEC IAPD (source of record)
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