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TOTAL MANAGEMENT GROUP, INC.

UUIDbc62f88e-a877-5f15-a2c8-d4fe16f01684
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 124261 124261 1.0
sec_file_number 801-61749 801-61749

Profile

WebsiteHTTPS://TWITTER.COM/HWMGMT
HQ CityMELVILLE
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • HELLER WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)445,853,734.0
  • RAUM (discretionary)445,853,734.0
  • Actionable assets442,712,413.0
  • Accounts742.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM66,159,484.0
  • Charitable AUM0.0
  • HNW AUM374,533,252.0

As of 2025-07-01 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.