RIA Intel›Advisers›Pennsylvania›TEMPLETON, STEVEN, ANDREW

TEMPLETON, STEVEN, ANDREW

Advisory

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in PA

#1,307

of 1,528 advisers by AUM

Average account

$189K

across 71 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients15

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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