TOTAL PORTFOLIO MANAGEMENT, LLC

WILMETTE, Illinois·2 registered advisors·CRD# 127596

SEC# 801-63802312-218-5754

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Investment Management Wealth Management

04

Advisors at TOTAL PORTFOLIO MANAGEMENT, LLC

2 registered advisors

Daniel Joseph Toledo

EVANSTON, Illinois

Mark Frank Toledo

EVANSTON, Illinois

05

Office Locations

EVANSTON, Illinois

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Data sourced from SEC Form ADV filings. TOTAL PORTFOLIO MANAGEMENT, LLC (CRD# 127596) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.