RIA Intel›Advisers›Arizona›TEMPLETON FINANCIAL SERVICES INC.

TEMPLETON FINANCIAL SERVICES INC.

Advisory

N·CHANDLER, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$442M
1-Year AUM Growth
+3.2%
3-Year CAGR
-6.2%
Employees
4
Assets Under Management
Total AUM$442M
Discretionary AUM$442M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients293
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record29
First FilingMar 27, 2006
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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