|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Templeton Financial Services Inc
✚
|
|
|---|---|
| CRD # | 128240 |
| SEC # | 801-66521 |
| CIK # | |
| AUM | $384.1 M (2025-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 480-883-1073 |
| Address | 1490 S Price Road, Ste 218 Chandler, AZ 85286 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 293 | 366.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 297 | 384.1 |
| By Discretionary | ||
| Discretionary | 297 | 384.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 297 | 384.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.1 | |
| Total | 297 | 384.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Lam Group Inc
✚
|
0.4 | |
|
Stonehearth Capital Management LLC
✚
|
MA | 0.4 |
|
LEGA Z Advisory LLC
✚
|
0.4 | |
|
in on Capital Advisors LLC
✚
|
FL | 0.4 |
|
Sierra Investment Management LLC
✚
|
CA | 0.4 |
|
Curio Wealth LLC
✚
|
MD | 0.4 |
|
Crowley Wealth Management Inc
✚
|
DE | 0.4 |
|
Marks Wealth LLC
✚
|
MD | 0.4 |
|
Boltwood Capital Management
✚
|
CA | 0.4 |
|
Triton Wealth Management PLLC
✚
|
AZ | 0.4 |