$13.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2004
- Office Locations
- 2
Office Locations
250 Mt. Lebanon Blvd Suite 203 Pittsburgh PA
-- Coraopolis PA
About Templeton Financial Planning
Templeton Financial Planning is a small Pennsylvania-based retail RIA providing comprehensive financial planning, including estate and tax planning, insurance and risk management, and investment planning. Portfolios emphasize asset allocation using mutual funds and ETFs, with Principal as a reported custodian.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$446.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN ANDREW TEMPLETON
--
- CRD
- #2716490
- Ownership
- 75% or more
Available
Available
Available
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E
EUGENE S ROOT III
--
- CRD
- #1445133
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,385,492 | -- |
| Total | $13,385,492 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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