Templeton Financial Services Inc.
● SEC registered since 2006CRD 128240SEC# 801-66521Chandler, AZ
Reg. AUM
$441.8M
Employees
4
Accounts
318
Location
Chandler, AZ
Templeton Financial Services Inc. assets under management
Templeton Financial Services Inc. is an SEC-registered investment adviser based in Chandler, AZ. The firm has been registered since 2006. It reports $441.8 million in regulatory assets under management and employs 4 people.
Templeton Financial Services Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Brandon Johnson Control | Chief Executive Officer, Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Templeton Financial Services Inc. manage?
Templeton Financial Services Inc. reports $441.8 million in regulatory assets under management on its Form ADV.
How many employees does Templeton Financial Services Inc. have?
Templeton Financial Services Inc. reports 4 employees.
Where is Templeton Financial Services Inc. located?
Templeton Financial Services Inc. is based in Chandler, AZ and has been SEC-registered since 2006.
Does Templeton Financial Services Inc. disclose fund performance?
Templeton Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1490 S Price Road, Ste 218, Chandler, AZ 85286 |
| Phone | 480.883.1073 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$441.8M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$441.8Mregulatory AUM
Discretionary $441.8M