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Home > Retirement Planners > arizona > chandler > TEMPLETON FINANCIAL SERVICES INC.
TEMPLETON FINANCIAL SERVICES INC.
1490 S Price Road, Ste 218
Chandler, Arizona 85286
Tel: 480.883.1073
About TEMPLETON FINANCIAL SERVICES INC.
TEMPLETON FINANCIAL SERVICES INC, formally registered with the SEC as TEMPLETON FINANCIAL SERVICES INC. The firm was established in 05/02/2006. They have over 1 offices throughout the country.
TEMPLETON FINANCIAL SERVICES INC. is a Chandler, Arizona based Financial Planning firm with nearly $344,011,830 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128240 |
| SEC# | 801-66521 |
| Assets Managed by Firm | $344,011,830 |
| No. of Clients | 289 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 289 | $344,011,830 |
| High net worth individuals | 285 | $326,610,330 |
| Corporations or other businesses | 4 | $17,401,500 |
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