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Building 2TEMPLETON FINANCIAL SERVICES INC.

Map pinCHANDLER, AZ
Phone480.883.1073
NotebookSEC #801-66521
Total AUM
$441.8M
Employees
4
Clients
316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1490 S PRICE ROAD, STE 218
CHANDLER
AZ 85286
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
480.883.1073

ReceiptFinancials

Total AUM
$441.8M
Accounts
318
Discretionary
$441.8M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
315
AUM
$430.5M
Corporation or Business Clients
1
AUM
$11.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNVTX

HandshakeAffiliates

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

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