CRD: 128240
Templeton Financial Services Inc.
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2003
- Office Locations
- 2
Office Locations
About Templeton Financial Services Inc.
Templeton Financial Services Inc. is an Arizona-based RIA serving retail and institutional clients with a fixed-income focus, emphasizing municipal bond portfolio construction. The firm offers financial planning, tax and estate planning, insurance planning, and portfolio construction, and implements discretionary SMA strategies alongside ETFs and mutual funds.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joshua Brandon Johnson MR
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #6887834
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LEONARD EDWARD TEMPLETON JR
President, Senior Portfolio Manager
- CRD
- #810305
Jameson Zimmerman
--
- CRD
- #8027351
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $441,833,557 | $1,389,414 |
| Non-Discretionary | $0 | -- |
| Total | $441,833,557 | $1,389,414 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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