TEMPLETON FINANCIAL SERVICES INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $441.8M |
| Discretionary | $441.8M100% of AUM |
| Client Accounts | 318 |
| Avg Account Size | $1.4M |
| Employees | 4 |
| Peak AUM | $448.0MMar 2022 |
| AUM CAGR | +14.8% /yrover 20 yrs · 31 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $442M | +15.0% | +9.9% | +1.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $441.8M |
| Discretionary | $441.8M |
| Employees | 4 |
| Client Accounts | 318 |
Contact & Location
Address
1490 S PRICE ROAD, STE 218
CHANDLER AZ 85286
Phone
480.883.1073
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$442M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported