Overview
Assets Under Management: $344 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 293
Average Client Assets: $1 million
Frequently Asked Questions
TEMPLETON FINANCIAL SERVICES 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 #128240), TEMPLETON FINANCIAL SERVICES INC. is subject to fiduciary duty under federal law.
TEMPLETON FINANCIAL SERVICES INC. is headquartered in CHANDLER, AZ.
TEMPLETON FINANCIAL SERVICES INC. serves 293 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, TEMPLETON FINANCIAL SERVICES INC. offers portfolio management for individuals. View all service details ↓
TEMPLETON FINANCIAL SERVICES INC. manages $344 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, TEMPLETON FINANCIAL SERVICES INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 293
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 128240
Last Filing Date: 2024-03-29 00:00:00
Website: https://tfsformunis.com