|
⚲
|
| Templeton Financial Services Inc
✚
|
|
|---|---|
| CRD # | 128240 |
| SEC # | 801-66521 |
| CIK # | |
| AUM | $333.3 MM (2023-03-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 480-883-1073 |
| Address | 1490 S Price Road, Ste 218 Chandler, AZ 85286 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 288 | 321.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 12.1 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 333.3 |
| By Discretionary | ||
| Discretionary | 292 | 333.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 292 | 333.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.3 | |
| Total | 292 | 333.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Frederick Financial Consultants LLC
✚
|
MD | 0.3 |
|
Hall Capital Management Company Inc
✚
|
RI | 0.3 |
|
Planning Directions Inc
✚
|
PA | 0.3 |
|
H I A - Helvetia Investment Advisors Sa
✚
|
0.3 | |
|
Ruedi Wealth Management Inc
✚
|
IL | 0.3 |
|
Schubert & Company Inc
✚
|
TX | 0.3 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.3 |
|
ACT Wealth Management LLC
✚
|
TX | 0.3 |
|
Central Family Advisors LLC
✚
|
NY | 0.3 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.3 |