TEMPLETON FINANCIAL SERVICES INC. is a Chandler, Arizona based financial advisory firm with nearly $333,280,000 in assets under management and provides investment advisory services for 292 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 128240 | |
| SEC#: | 801-66521 | |
| Assets under Management: | $333,280,000 | |
| No. of Clients: | 292 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Portfolio Management for Individuals | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| TRAJAN WEALTH, L.L.C. | 158847 | 801-100392 | 12343 | 86 | $1,053,148,208 |
| TREK FINANCIAL | 109376 | 801-58087 | 9873 | 57 | $1,876,635,074 |
| PFG ADVISORS | 173344 | 801-80797 | 9045 | 94 | $1,835,590,579 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | 169045 | 801-78565 | 6426 | 90 | $1,081,197,518 |
| VERUS CAPITAL PARTNERS, LLC | 151568 | 801-78989 | 4226 | 47 | $948,186,511 |
| SONORA INVESTMENT MANAGEMENT | 315312 | 801-121799 | 3225 | 15 | $1,978,888,208 |
| SEM WEALTH MANAGEMENT | 112142 | 801-55690 | 2643 | 11 | $817,873,000 |
| TOTAL INVESTMENT MANAGEMENT, INC. | 108818 | 801-69759 | 2542 | 10 | $1,236,051,813 |
| IRONWOOD INVESTMENT COUNSEL, LLC | 110623 | 801-60073 | 2206 | 17 | $1,179,401,550 |
| GALVIN, GAUSTAD & STEIN, LLC | 153410 | 801-71464 | 1982 | 13 | $1,105,393,663 |
| MSH CAPITAL ADVISORS LLC | 157835 | 801-108933 | 1730 | 26 | $849,171,465 |
| L. ROY PAPP & ASSOCIATES, LLP | 105130 | 801-35594 | 1724 | 10 | $1,264,971,951 |
| TMD WEALTH MANAGEMENT | 309514 | 801-119212 | 1491 | 12 | $794,838,000 |
| VERSANT CAPITAL MANAGEMENT, INC. | 131692 | 801-63192 | 1250 | 18 | $863,585,884 |
| GLOBAL STRATEGIC INVESTMENT SOLUTIONS | 175300 | 801-114835 | 341 | 5 | $1,157,404,610 |