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Building 2TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

Map pinLOOKOUT MOUNTAIN, TN
Phone423-826-0944
NotebookSEC #801-70802
Total AUM
$314.2M
Employees
3
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 SCENIC HIGHWAY
LOOKOUT MOUNTAIN
TN 37350
United States
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
423-826-0944

ReceiptFinancials

Total AUM
$314.2M
Accounts
138
Discretionary
$242.5M
Accounts
129
Non-Discretionary
$71.6M
Accounts
9

ContactClients

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HNW Individual Clients
42
AUM
$74.2M
Pooled Vehicle Clients
2
AUM
$57.1M
Charitable Organization Clients
3
AUM
$182.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
GATN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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