Total Management Group, Inc.
● SEC registered since 2003CRD 124261SEC# 801-61749Melville, NY
Reg. AUM
$553.9M
Employees
6
Accounts
787
Location
Melville, NY
Total Management Group, Inc. assets under management
Total Management Group, Inc. is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2003. It reports $553.9 million in regulatory assets under management and employs 6 people.
Total Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Thomas Moss | Principal | 10-25% | 2021 |
| Lawrence Eliot Heller Control | President, Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does Total Management Group, Inc. manage?
Total Management Group, Inc. reports $553.9 million in regulatory assets under management on its Form ADV.
How many employees does Total Management Group, Inc. have?
Total Management Group, Inc. reports 6 employees.
Where is Total Management Group, Inc. located?
Total Management Group, Inc. is based in Melville, NY and has been SEC-registered since 2003.
Does Total Management Group, Inc. disclose fund performance?
Total Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 Broadhollow Road, Suite 215, Melville, NY 11747 |
| Phone | 631-248-3600 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$553.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$553.9Mregulatory AUM
Discretionary $553.9M