Templeton Financial Services Inc.
Templeton Financial Services Inc. is an SEC-registered wealth manager in Chandler, AZ with $441.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Templeton Financial Services Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128240, SEC 801-66521, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $441.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Chandler, AZ
- Employees
- 4
- Clients
- 315
- CRD
- 128240
- Ownership
- TEMPLETON, LEONARD, EDWARD; Johnson, Joshua, Brandon
How much AUM does Templeton Financial Services Inc. have?
Templeton Financial Services Inc. reported $441.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Templeton Financial Services Inc.?
Disclosed owners and executives of Templeton Financial Services Inc. include TEMPLETON, LEONARD, EDWARD, Johnson, Joshua, Brandon. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.