Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 70
Average Client Assets: $1.0 million
Frequently Asked Questions
TEMENOS ADVISORY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108458), TEMENOS ADVISORY, INC. is subject to fiduciary duty under federal law.
TEMENOS ADVISORY, INC. serves 70 high-net-worth clients according to their SEC filing dated April 08, 2018. View client details ↓
According to their SEC Form ADV, TEMENOS ADVISORY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TEMENOS ADVISORY, INC. manages $107 million in client assets according to their SEC filing dated April 08, 2018.
According to their SEC Form ADV, TEMENOS ADVISORY, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.56%
Average Client Assets: $1.0 million
Total Client Accounts: 775
Discretionary Accounts: 551
Non-Discretionary Accounts: 224
Regulatory Filings
CRD Number: 108458
Filing ID: 1193597
Last Filing Date: 2018-04-08 11:57:00