TEMPLETON FINANCIAL SERVICES INC.
Firm details
- Headquarters
- CHANDLER, Arizona
- CRD number
- 128240
- Registered since
- May 2, 2006
- Website
- www.tfsformunis.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.44%
- Corporations / Businesses2.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Templeton Financial Services Inc. is a privately owned corporate advisory firm that has been SEC-registered since 2006. It focuses on portfolio management for individuals and small businesses and serves individual and family clients on a fee basis calculated as a percentage of assets under management. The firm does not present itself as a capital allocator, is not a multi-state adviser, and does not incorporate ESG screening into its investment approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds95%
- Investment Grade Corp Bonds3%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Joshua Johnson
CEOCRD 6887834
LEONARD TEMPLETON
Chief Investment OfficerCRD 810305
Contacts
1 of 1Jameson Zimmerman
InternCRD 8027351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHANDLER, AZ
MARICOPA
Location
CHANDLER, AZ
Headquartered in CHANDLER, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 1490 S Price Rd
- Time zone
- MT (UTC-7)
- Office locations
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