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Building 2TEMENOS ADVISORY, INC.

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Phone888-769-9149
NotebookSEC #801-56486
Total AUM
$107.1M
Employees
4
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:00 PM
BY APPOINTMENT
Phone
888-769-9149
Other Offices
1

ReceiptFinancials

Total AUM
$107.1M
Accounts
775
Discretionary
$82.2M
Accounts
551
Non-Discretionary
$24.9M
Accounts
224

ContactClients

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Individual Clients
228
AUM
$28.7M
HNW Individual Clients
70
AUM
$69.1M
Pension/Profit Sharing Plan Clients
5
AUM
$9.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations
CTFLGANYPATX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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