TEMPLETON MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
309969

Firm profile

FINTRX

Overview

Templeton Management, LLC is organized as a limited liability company under individual ownership. Publicly available details about its advisory activities and business lines are sparse; the firm is classified as "unclassified" in the source data and does not identify itself as a capital allocator. It is not tagged as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm's registration history is not fully disclosed in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • john templeton

    CEO and Managing PartnerCRD 7321880

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3834 Spicewood Springs Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth