PPrivate Fund Data Log in Join · $37/mo

Templeton Financial Services Inc.

● SEC registered since 2006CRD 128240SEC# 801-66521Chandler, AZ
Export (members)
Reg. AUM
$384.1M
Employees
4
Accounts
297
Location
Chandler, AZ

Templeton Financial Services Inc. assets under management

Templeton Financial Services Inc. is an SEC-registered investment adviser based in Chandler, AZ. The firm has been registered since 2006. It reports $384.1 million in regulatory assets under management and employs 4 people.
www.tfsformunis.comView on SEC.gov ↗

Templeton Financial Services Inc. owners & executives

1 reported
NameTitleOwnershipSince
Joshua Brandon Johnson ControlChief Executive Officer, Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Templeton Financial Services Inc. manage?

Templeton Financial Services Inc. reports $384.1 million in regulatory assets under management on its Form ADV.

How many employees does Templeton Financial Services Inc. have?

Templeton Financial Services Inc. reports 4 employees.

Where is Templeton Financial Services Inc. located?

Templeton Financial Services Inc. is based in Chandler, AZ and has been SEC-registered since 2006.

Does Templeton Financial Services Inc. disclose fund performance?

Templeton Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1490 S Price Road, Ste 218, Chandler, AZ 85286
Phone480.883.1073
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$384.1M
Non-discretionary$0
Total (RAUM)$384.1M