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TEMPLETON FINANCIAL SERVICES INC.
CRD 128240 · SEC 801-66521
1490 S PRICE ROAD, STE 218, CHANDLER, AZ, 85286, United States
Phone
480.883.1073
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$441.8M
Discretionary AUM
$441.8M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 315 | $430.5M |
States served
AZ, CA, CO, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD