Templum Markets LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 102840
- Registered since
- March 28, 2000
- Website
- www.templuminc.com
Firm profile
FINTRXOverview
Templum Markets LLC is organized as a limited liability company and is recorded as SEC-registered since 2000. FINTRX classifies the entity as "Unclassified" and lists ownership as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures in the source are sparse: business activities, advisory offerings, fee schedule, and client base are not described in the available dataset. That gap makes it difficult to characterize the firm's client focus or service model from these records alone.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Edward Lee
Chief Compliance OfficerCRD 4150803

Joseph Ramos
Chief Executive Officer & Chief Compliance OfficerCRD 2065829
Sarah Gillespie
CFOCRD 4703433
Contacts
3 of 6
Robert Vallone
FinOpCRD 6836338

Robert Nanni
Vice PresidentCRD 6478174

Francis Hawkins
Head of ProductCRD 6766138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 315 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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