Templeton Financial Services Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chandler, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $442M in regulatory assets under management, 4 employees, and 318 accounts.
Assets Under Management
$442M
Employees
4
Offices
--
Total Clients
315
Primary office
CHANDLER, AZ
1490 S PRICE ROAD, STE 218, CHANDLER, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
315
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$442Mas of March 31, 2026
Discretionary100.0%
$442M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$442M
Total Accounts318
10Y AUM Change+$66M (+17.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee79:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.